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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 | $80,963 | $147,556-45.1% | $129,031-37.3% | $198,609-59.2% |
| Participation rate | 54.5% | 77.2%-22.7pp | 73.4%-18.8pp | 82.4%-27.8pp |
| Annual return | 21.22% | 37.41%-16.2pp | 34.67%-13.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $1,385 | $3,645-62.0% | $3,226-57.1% | $5,055-72.6% |
| Participant deferral / active EE | $8,585 | $5,760+49.1% | $5,217+64.6% | $6,977+23.1% |
| Admin fee / account holder | $22 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |