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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 | $123,000-57.4% | $105,582-50.3% | $198,609-73.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | 20.20% | 18.31%+1.9pp | 18.61%+1.6pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,479 | $3,582-30.8% | $2,984-16.9% | $5,055-51.0% |
| Participant deferral / active EE | $4,290 | $5,013-14.4% | $4,353-1.5% | $6,977-38.5% |
| Admin fee / account holder | $100 | $16,254-99.4% | $12,856-99.2% | $19,030-99.5% |