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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 | $53,242 | $91,198-41.6% | $178,503-70.2% | $79,856-33.3% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 16.53% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,720 | $3,257-47.2% | $5,011-65.7% | $2,471-30.4% |
| Participant deferral / active EE | $2,875 | $3,237-11.2% | $5,202-44.7% | $3,741-23.1% |
| Admin fee / account holder | $33 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |