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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 | $38,754 | $64,729-40.1% | $112,263-65.5% | $68,490-43.4% |
| Participation rate | 39.1% | 67.2%-28.0pp | 75.1%-35.9pp | 67.9%-28.8pp |
| Annual return | 68.60% | -11.40%+80.0pp | 27.49%+41.1pp | -7.85%+76.5pp |
| Employer contribution / active EE | $1,606 | $2,746-41.5% | $3,636-55.8% | $2,597-38.1% |
| Participant deferral / active EE | $3,208 | $3,566-10.0% | $4,729-32.2% | $4,028-20.3% |
| Admin fee / account holder | $221 | $5,222-95.8% | $6,410-96.6% | $5,403-95.9% |