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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 | $115,225-54.9% | $100,712-48.4% | $138,895-62.6% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 20.58% | 40.35%-19.8pp | 33.27%-12.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,733 | $2,771-37.5% | $2,313-25.1% | $4,194-58.7% |
| Participant deferral / active EE | $4,395 | $4,699-6.5% | $4,085+7.6% | $6,396-31.3% |
| Admin fee / account holder | $36 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |