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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 | $50,604 | $91,167-44.5% | $178,498-71.7% | $79,858-36.6% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 18.27% | 24.19%-5.9pp | 151.09%-132.8pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,315 | $3,255-28.9% | $5,011-53.8% | $2,471-6.3% |
| Participant deferral / active EE | $4,959 | $3,236+53.2% | $5,202-4.7% | $3,740+32.6% |
| Admin fee / account holder | $261 | $6,747-96.1% | $13,985-98.1% | $5,306-95.1% |