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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 | $54,950 | $91,198-39.7% | $178,503-69.2% | $79,856-31.2% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 17.37% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,742 | $3,257-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $4,513 | $3,237+39.4% | $5,202-13.3% | $3,741+20.6% |
| Admin fee / account holder | $36 | $6,748-99.5% | $13,987-99.7% | $5,306-99.3% |