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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 | $36,279 | $115,917-68.7% | $100,535-63.9% | $158,982-77.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 15.57% | 34.80%-19.2pp | 30.90%-15.3pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,843 | $4,105-30.8% | $3,419-16.8% | $4,763-40.3% |
| Participant deferral / active EE | $9,532 | $6,677+42.8% | $6,271+52.0% | $5,983+59.3% |
| Admin fee / account holder | $110 | $11,002-99.0% | $8,085-98.6% | $11,252-99.0% |