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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 | $53,363 | $107,666-50.4% | $102,184-47.8% | $154,746-65.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 16.17% | 29.33%-13.2pp | 31.58%-15.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,349 | $3,846-64.9% | $3,594-62.5% | $4,379-69.2% |
| Participant deferral / active EE | $9,909 | $8,719+13.6% | $8,309+19.3% | $6,730+47.2% |
| Admin fee / account holder | $134 | $12,943-99.0% | $11,609-98.8% | $14,365-99.1% |