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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 | $63,271 | $110,337-42.7% | $102,383-38.2% | $145,877-56.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 14.55% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,411 | $4,216-66.5% | $3,870-63.6% | $4,663-69.7% |
| Participant deferral / active EE | $5,830 | $5,621+3.7% | $5,060+15.2% | $6,691-12.9% |
| Admin fee / account holder | $26 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |