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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 | $36,574 | $85,004-57.0% | $76,284-52.1% | $145,959-74.9% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.2%-29.2pp | 80.3%-30.3pp |
| Annual return | 16.45% | 13.11%+3.3pp | 13.77%+2.7pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,566 | $5,265-70.3% | $4,585-65.8% | $4,661-66.4% |
| Participant deferral / active EE | $2,867 | $6,390-55.1% | $5,478-47.7% | $6,689-57.1% |
| Admin fee / account holder | $51 | $5,760-99.1% | $5,131-99.0% | $13,398-99.6% |