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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 | $34,817 | $211,239-83.5% | $178,528-80.5% | $145,877-76.1% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.36% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,688 | $4,570-63.1% | $3,950-57.3% | $4,663-63.8% |
| Participant deferral / active EE | $1,945 | $6,963-72.1% | $6,278-69.0% | $6,691-70.9% |
| Admin fee / account holder | $25 | $12,095-99.8% | $10,419-99.8% | $13,402-99.8% |