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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 | $39,670 | $91,198-56.5% | $178,503-77.8% | $79,856-50.3% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.2pp |
| Annual return | 19.18% | 24.20%-5.0pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,839 | $3,257-43.5% | $5,011-63.3% | $2,471-25.6% |
| Participant deferral / active EE | $3,645 | $3,237+12.6% | $5,202-29.9% | $3,741-2.6% |
| Admin fee / account holder | $166 | $6,748-97.5% | $13,987-98.8% | $5,306-96.9% |