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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 | $53,434 | $110,337-51.6% | $102,383-47.8% | $145,877-63.4% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 24.51% | 24.83%-0.3pp | 24.94%-0.4pp | 551.28%-526.8pp |
| Employer contribution / active EE | $2,511 | $4,216-40.4% | $3,870-35.1% | $4,663-46.2% |
| Participant deferral / active EE | $4,727 | $5,621-15.9% | $5,060-6.6% | $6,691-29.3% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |