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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 | $66,422 | $81,262-18.3% | $155,602-57.3% | $80,911-17.9% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 13.72% | 33.34%-19.6pp | 64.81%-51.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,253 | $3,102-27.4% | $4,675-51.8% | $2,756-18.3% |
| Participant deferral / active EE | $5,268 | $3,451+52.6% | $5,629-6.4% | $4,297+22.6% |
| Admin fee / account holder | $112 | $7,992-98.6% | $15,923-99.3% | $6,935-98.4% |