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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 | $35,321 | $106,280-66.8% | $96,538-63.4% | $139,487-74.7% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 25.43% | 38.48%-13.1pp | 35.74%-10.3pp | 373.84%-348.4pp |
| Employer contribution / active EE | $2,045 | $4,107-50.2% | $3,740-45.3% | $4,755-57.0% |
| Participant deferral / active EE | $3,560 | $5,457-34.8% | $4,880-27.1% | $6,713-47.0% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |