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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,315 | $110,410-55.3% | $102,437-51.9% | $145,897-66.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.61% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,084 | $4,217-74.3% | $3,871-72.0% | $4,663-76.8% |
| Participant deferral / active EE | $8,127 | $5,622+44.6% | $5,060+60.6% | $6,689+21.5% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |