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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 | $43,127 | $211,239-79.6% | $178,528-75.8% | $145,877-70.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 25.90% | 30.22%-4.3pp | 27.11%-1.2pp | 551.28%-525.4pp |
| Employer contribution / active EE | $1,886 | $4,570-58.7% | $3,950-52.3% | $4,663-59.5% |
| Participant deferral / active EE | $13,393 | $6,963+92.4% | $6,278+113.3% | $6,691+100.2% |
| Admin fee / account holder | $283 | $12,095-97.7% | $10,419-97.3% | $13,402-97.9% |