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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 | $26,284 | $110,410-76.2% | $102,437-74.3% | $145,897-82.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.90% | 24.85%-12.0pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,450 | $4,217-41.9% | $3,871-36.7% | $4,663-47.5% |
| Participant deferral / active EE | $4,739 | $5,622-15.7% | $5,060-6.3% | $6,689-29.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |