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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 | $39,538 | $110,410-64.2% | $102,437-61.4% | $145,897-72.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.34% | 24.85%-7.5pp | 24.95%-7.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,613 | $4,217-38.0% | $3,871-32.5% | $4,663-44.0% |
| Participant deferral / active EE | $7,517 | $5,622+33.7% | $5,060+48.5% | $6,689+12.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |