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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 | $29,399 | $93,346-68.5% | $71,796-59.1% | $273,972-89.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 6.92% | 130.39%-123.5pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,113 | $2,733-22.7% | $1,924+9.8% | $4,869-56.6% |
| Participant deferral / active EE | $4,343 | $3,475+25.0% | $2,794+55.4% | $5,287-17.9% |
| Admin fee / account holder | $243 | $6,571-96.3% | $4,815-94.9% | $10,133-97.6% |