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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 | $52,000 | $112,729-53.9% | $98,716-47.3% | $137,256-62.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 20.58% | 38.48%-17.9pp | 31.81%-11.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,733 | $2,725-36.4% | $2,279-23.9% | $4,156-58.3% |
| Participant deferral / active EE | $4,395 | $4,640-5.3% | $4,048+8.6% | $6,407-31.4% |
| Admin fee / account holder | $36 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |