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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 | $45,451 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 23.42% | 69.37%-45.9pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $899 | $4,636-80.6% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $9,204 | $6,166+49.3% | $5,453+68.8% | $6,407+43.7% |
| Admin fee / account holder | $225 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |