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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 | $60,065 | $84,236-28.7% | $170,435-64.8% | $70,126-14.3% |
| Participation rate | 56.4% | 70.8%-14.4pp | 83.6%-27.2pp | 69.5%-13.1pp |
| Annual return | 18.44% | 23.06%-4.6pp | 205.94%-187.5pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,007 | $3,387-40.7% | $5,432-63.1% | $2,343-14.3% |
| Participant deferral / active EE | $3,198 | $3,086+3.6% | $4,939-35.3% | $3,332-4.0% |
| Admin fee / account holder | $76 | $5,698-98.7% | $13,881-99.5% | $4,645-98.4% |