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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 | $30,983 | $106,267-70.8% | $96,520-67.9% | $139,456-77.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 38.99% | 38.45%+0.5pp | 35.72%+3.3pp | 373.45%-334.5pp |
| Employer contribution / active EE | $1,995 | $4,105-51.4% | $3,739-46.6% | $4,753-58.0% |
| Participant deferral / active EE | $3,947 | $5,454-27.6% | $4,879-19.1% | $6,711-41.2% |
| Admin fee / account holder | $217 | $7,882-97.3% | $6,733-96.8% | $11,407-98.1% |