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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 | $61,195 | $211,239-71.0% | $178,528-65.7% | $145,877-58.1% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 16.91% | 30.22%-13.3pp | 27.11%-10.2pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,138 | $4,570-75.1% | $3,950-71.2% | $4,663-75.6% |
| Participant deferral / active EE | $3,408 | $6,963-51.1% | $6,278-45.7% | $6,691-49.1% |
| Admin fee / account holder | $230 | $12,095-98.1% | $10,419-97.8% | $13,402-98.3% |