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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 | $69,506 | $131,835-47.3% | $108,582-36.0% | $273,972-74.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 14.02% | -91.57%+105.6pp | -51.70%+65.7pp | 41.46%-27.4pp |
| Employer contribution / active EE | $3,738 | $4,913-23.9% | $3,758-0.5% | $4,869-23.2% |
| Participant deferral / active EE | $10,277 | $5,127+100.4% | $4,311+138.4% | $5,287+94.4% |
| Admin fee / account holder | $282 | $10,253-97.3% | $7,645-96.3% | $10,133-97.2% |