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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 | $52,866 | $101,618-48.0% | $93,063-43.2% | $137,256-61.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 17.06% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,156 | $2,707-57.3% | $2,476-53.3% | $4,156-72.2% |
| Participant deferral / active EE | $7,249 | $4,279+69.4% | $3,958+83.1% | $6,407+13.1% |
| Admin fee / account holder | $144 | $6,198-97.7% | $6,033-97.6% | $12,270-98.8% |