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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 | $28,185 | $71,197-60.4% | $93,669-69.9% | $80,925-65.2% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 29.57% | 11.27%+18.3pp | 133.59%-104.0pp | 35.65%-6.1pp |
| Employer contribution / active EE | $1,833 | $1,565+17.1% | $2,424-24.4% | $2,756-33.5% |
| Participant deferral / active EE | $3,237 | $4,036-19.8% | $4,416-26.7% | $4,299-24.7% |
| Admin fee / account holder | $128 | $6,959-98.2% | $8,291-98.5% | $6,940-98.2% |