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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 | $51,973 | $106,247-51.1% | $96,515-46.1% | $139,466-62.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 36.66% | 38.47%-1.8pp | 35.73%+0.9pp | 373.66%-337.0pp |
| Employer contribution / active EE | $1,039 | $4,106-74.7% | $3,740-72.2% | $4,754-78.1% |
| Participant deferral / active EE | $6,201 | $5,456+13.7% | $4,880+27.1% | $6,712-7.6% |
| Admin fee / account holder | $109 | $7,885-98.6% | $6,735-98.4% | $11,409-99.0% |