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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 | $52,602 | $110,337-52.3% | $102,383-48.6% | $145,877-63.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.44% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $4,856 | $4,216+15.2% | $3,870+25.5% | $4,663+4.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |