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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 | $56,305 | $110,379-49.0% | $102,412-45.0% | $145,884-61.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.65% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,858 | $4,216-55.9% | $3,870-52.0% | $4,662-60.1% |
| Participant deferral / active EE | $4,892 | $5,622-13.0% | $5,060-3.3% | $6,690-26.9% |
| Admin fee / account holder | $224 | $9,745-97.7% | $8,388-97.3% | $13,392-98.3% |