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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 | $55,735 | $110,410-49.5% | $102,437-45.6% | $145,897-61.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.27% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,320 | $4,217-68.7% | $3,871-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $4,599 | $5,622-18.2% | $5,060-9.1% | $6,689-31.3% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |