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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 | $53,433 | $232,540-77.0% | $185,117-71.1% | $147,586-63.8% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 12.25% | 43.03%-30.8pp | 40.50%-28.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,288 | $5,195-75.2% | $4,182-69.2% | $4,876-73.6% |
| Participant deferral / active EE | $4,364 | $5,834-25.2% | $5,045-13.5% | $5,439-19.8% |
| Admin fee / account holder | $166 | $10,275-98.4% | $8,159-98.0% | $10,886-98.5% |