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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 | $39,763 | $123,155-67.7% | $108,753-63.4% | $155,188-74.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 22.59% | 44.73%-22.1pp | 37.47%-14.9pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,067 | $2,811-62.0% | $2,427-56.0% | $4,248-74.9% |
| Participant deferral / active EE | $2,084 | $4,623-54.9% | $4,115-49.4% | $6,531-68.1% |
| Admin fee / account holder | $95 | $12,126-99.2% | $10,320-99.1% | $14,480-99.3% |