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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 | $59,511 | $124,351-52.1% | $109,188-45.5% | $167,553-64.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.76%-12.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $2,528 | $4,210-39.9% | $3,723-32.1% | $4,840-47.8% |
| Participant deferral / active EE | $5,260 | $5,257+0.1% | $4,654+13.0% | $6,343-17.1% |
| Admin fee / account holder | $34 | $7,975-99.6% | $6,755-99.5% | $12,316-99.7% |