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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 | $39,212 | $117,829-66.7% | $102,423-61.7% | $145,877-73.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.48% | 31.83%-20.4pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,642 | $3,615-26.9% | $3,023-12.6% | $4,663-43.3% |
| Participant deferral / active EE | $6,224 | $5,732+8.6% | $5,054+23.2% | $6,691-7.0% |
| Admin fee / account holder | $234 | $13,335-98.2% | $9,455-97.5% | $13,402-98.3% |