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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 | $80,380 | $110,337-27.2% | $102,383-21.5% | $145,877-44.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 11.45% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,634 | $4,216-61.2% | $3,870-57.8% | $4,663-65.0% |
| Participant deferral / active EE | $4,040 | $5,621-28.1% | $5,060-20.2% | $6,691-39.6% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |