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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 | $27,717 | $138,312-80.0% | $122,979-77.5% | $155,188-82.1% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 48.55% | 22.06%+26.5pp | 20.12%+28.4pp | 148.84%-100.3pp |
| Employer contribution / active EE | $1,701 | $3,530-51.8% | $3,062-44.4% | $4,248-60.0% |
| Participant deferral / active EE | $8,340 | $5,592+49.1% | $5,003+66.7% | $6,531+27.7% |
| Admin fee / account holder | $109 | $15,089-99.3% | $12,864-99.2% | $14,480-99.2% |