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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 | $45,112 | $110,410-59.1% | $102,437-56.0% | $145,897-69.1% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 13.82% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,670 | $4,217-60.4% | $3,871-56.8% | $4,663-64.2% |
| Participant deferral / active EE | $2,324 | $5,622-58.7% | $5,060-54.1% | $6,689-65.3% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |