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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 | $59,406 | $84,236-29.5% | $170,435-65.1% | $70,126-15.3% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 26.26% | 23.06%+3.2pp | 205.94%-179.7pp | 73.15%-46.9pp |
| Employer contribution / active EE | $2,398 | $3,387-29.2% | $5,432-55.9% | $2,343+2.3% |
| Participant deferral / active EE | $5,099 | $3,086+65.2% | $4,939+3.2% | $3,332+53.0% |
| Admin fee / account holder | $182 | $5,698-96.8% | $13,881-98.7% | $4,645-96.1% |