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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 | $27,124 | $111,814-75.7% | $103,378-73.8% | $145,978-81.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 38.20% | 24.80%+13.4pp | 24.91%+13.3pp | 550.52%-512.3pp |
| Employer contribution / active EE | $1,800 | $4,215-57.3% | $3,870-53.5% | $4,662-61.4% |
| Participant deferral / active EE | $8,700 | $5,618+54.9% | $5,058+72.0% | $6,690+30.1% |
| Admin fee / account holder | $24 | $9,764-99.8% | $8,401-99.7% | $13,400-99.8% |