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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 | $56,904 | $93,346-39.0% | $71,796-20.7% | $273,972-79.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 3.34% | 130.39%-127.0pp | 78.04%-74.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,593 | $2,733-5.1% | $1,924+34.8% | $4,869-46.7% |
| Participant deferral / active EE | $4,460 | $3,475+28.3% | $2,794+59.6% | $5,287-15.7% |
| Admin fee / account holder | $67 | $6,571-99.0% | $4,815-98.6% | $10,133-99.3% |