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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 | $60,971 | $149,741-59.3% | $118,914-48.7% | $158,982-61.6% |
| Participation rate | 54.5% | 82.1%-27.6pp | 75.4%-20.9pp | 82.0%-27.4pp |
| Annual return | 18.45% | 19.94%-1.5pp | 35.89%-17.4pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,130 | $4,119-72.6% | $3,264-65.4% | $4,763-76.3% |
| Participant deferral / active EE | $2,909 | $5,226-44.3% | $4,266-31.8% | $5,983-51.4% |
| Admin fee / account holder | $237 | $8,607-97.2% | $6,582-96.4% | $11,252-97.9% |