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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 | $48,610 | $115,911-58.1% | $100,530-51.6% | $158,950-69.4% |
| Participation rate | 61.9% | 81.6%-19.7pp | 79.4%-17.5pp | 82.0%-20.1pp |
| Annual return | 14.75% | 34.80%-20.0pp | 30.89%-16.1pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,969 | $4,104-52.0% | $3,418-42.4% | $4,762-58.6% |
| Participant deferral / active EE | $2,467 | $6,676-63.0% | $6,271-60.7% | $5,983-58.8% |
| Admin fee / account holder | $3 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |