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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 | $49,380 | $111,535-55.7% | $105,223-53.1% | $137,256-64.0% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 12.89% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,222 | $3,939-69.0% | $3,689-66.9% | $4,156-70.6% |
| Participant deferral / active EE | $5,749 | $5,500+4.5% | $5,072+13.4% | $6,407-10.3% |
| Admin fee / account holder | $52 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |