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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 | $68,948 | $111,301-38.1% | $112,977-39.0% | $158,982-56.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 18.39% | 26.40%-8.0pp | 24.24%-5.8pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,621 | $4,471-19.0% | $4,255-14.9% | $4,763-24.0% |
| Participant deferral / active EE | $13,000 | $5,880+121.1% | $5,836+122.8% | $5,983+117.3% |
| Admin fee / account holder | $20 | $8,392-99.8% | $6,294-99.7% | $11,252-99.8% |