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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 | $59,518 | $102,422-41.9% | $147,117-59.5% | $80,959-26.5% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.5pp |
| Annual return | 17.93% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,738 | $3,717-26.3% | $4,932-44.5% | $2,757-0.7% |
| Participant deferral / active EE | $6,478 | $6,652-2.6% | $8,065-19.7% | $4,300+50.6% |
| Admin fee / account holder | $29 | $7,953-99.6% | $12,993-99.8% | $6,925-99.6% |