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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 | $32,037 | $58,275-45.0% | $81,844-60.9% | $80,935-60.4% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 14.76% | 41.82%-27.1pp | 778.87%-764.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,192 | $2,346-6.6% | $2,916-24.9% | $2,757-20.5% |
| Participant deferral / active EE | $3,143 | $3,285-4.3% | $4,323-27.3% | $4,299-26.9% |
| Admin fee / account holder | $274 | $4,749-94.2% | $7,355-96.3% | $6,924-96.0% |