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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 | $96,605 | $156,616-38.3% | $133,346-27.6% | $198,609-51.4% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 12.72% | 44.25%-31.5pp | 36.85%-24.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,402 | $3,368-58.4% | $2,853-50.9% | $5,055-72.3% |
| Participant deferral / active EE | $2,805 | $4,920-43.0% | $4,332-35.3% | $6,977-59.8% |
| Admin fee / account holder | $99 | $17,468-99.4% | $14,264-99.3% | $19,030-99.5% |