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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 | $65,264 | $113,338-42.4% | $94,993-31.3% | $147,586-55.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 9.42% | 20.80%-11.4pp | 27.14%-17.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,624 | $3,160-48.6% | $2,603-37.6% | $4,876-66.7% |
| Participant deferral / active EE | $6,944 | $3,777+83.9% | $3,317+109.4% | $5,439+27.7% |
| Admin fee / account holder | $25 | $6,063-99.6% | $4,960-99.5% | $10,886-99.8% |