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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 | $52,424 | $107,733-51.3% | $92,985-43.6% | $154,746-66.1% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 20.20% | 30.39%-10.2pp | 27.99%-7.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,479 | $3,126-20.7% | $2,662-6.9% | $4,379-43.4% |
| Participant deferral / active EE | $4,290 | $5,053-15.1% | $4,377-2.0% | $6,730-36.3% |
| Admin fee / account holder | $100 | $11,369-99.1% | $9,463-98.9% | $14,365-99.3% |