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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 | $28,734 | $110,240-73.9% | $96,544-70.2% | $139,487-79.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.94% | 26.41%-4.5pp | 25.88%-3.9pp | 373.84%-351.9pp |
| Employer contribution / active EE | $1,194 | $3,622-67.0% | $2,966-59.7% | $4,755-74.9% |
| Participant deferral / active EE | $6,533 | $5,549+17.7% | $4,851+34.7% | $6,713-2.7% |
| Admin fee / account holder | $130 | $11,602-98.9% | $8,254-98.4% | $11,407-98.9% |