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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 | $38,160 | $93,617-59.2% | $135,982-71.9% | $75,177-49.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 17.06% | 30.89%-13.8pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,668 | $3,538-52.9% | $4,859-65.7% | $2,671-37.6% |
| Participant deferral / active EE | $4,130 | $6,406-35.5% | $7,760-46.8% | $4,126+0.1% |
| Admin fee / account holder | $222 | $6,980-96.8% | $10,767-97.9% | $5,651-96.1% |