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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 | $41,806 | $99,032-57.8% | $80,022-47.8% | $135,379-69.1% |
| Participation rate | 61.5% | 78.4%-16.8pp | 75.8%-14.3pp | 82.6%-21.1pp |
| Annual return | 9.36% | 15.39%-6.0pp | 11.22%-1.9pp | 519.79%-510.4pp |
| Employer contribution / active EE | $1,935 | $3,043-36.4% | $2,468-21.6% | $4,779-59.5% |
| Participant deferral / active EE | $2,805 | $4,282-34.5% | $3,686-23.9% | $5,609-50.0% |
| Admin fee / account holder | $213 | $10,436-98.0% | $6,521-96.7% | $10,828-98.0% |