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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 | $33,677 | $111,814-69.9% | $103,374-67.4% | $145,959-76.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.17% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,377 | $4,214-67.3% | $3,869-64.4% | $4,661-70.5% |
| Participant deferral / active EE | $2,368 | $5,618-57.9% | $5,058-53.2% | $6,689-64.6% |
| Admin fee / account holder | $165 | $9,754-98.3% | $8,394-98.0% | $13,398-98.8% |