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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 | $61,620 | $100,279-38.6% | $81,353-24.3% | $145,884-57.8% |
| Participation rate | 47.6% | 74.3%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 9.31% | 34.49%-25.2pp | 24.82%-15.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,105 | $2,979-29.3% | $2,464-14.6% | $4,662-54.8% |
| Participant deferral / active EE | $4,690 | $4,611+1.7% | $3,885+20.7% | $6,690-29.9% |
| Admin fee / account holder | $172 | $8,206-97.9% | $5,766-97.0% | $13,392-98.7% |