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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 | $36,120 | $93,346-61.3% | $71,796-49.7% | $273,972-86.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 8.71% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,261 | $2,733-17.3% | $1,924+17.5% | $4,869-53.6% |
| Participant deferral / active EE | $2,572 | $3,475-26.0% | $2,794-8.0% | $5,287-51.4% |
| Admin fee / account holder | $133 | $6,571-98.0% | $4,815-97.2% | $10,133-98.7% |