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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 | $33,196 | $87,132-61.9% | $105,624-68.6% | $80,959-59.0% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.7%-12.1pp |
| Annual return | 12.93% | 17.03%-4.1pp | 116.20%-103.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,505 | $2,397-37.2% | $3,168-52.5% | $2,757-45.4% |
| Participant deferral / active EE | $4,923 | $3,985+23.5% | $5,013-1.8% | $4,300+14.5% |
| Admin fee / account holder | $64 | $8,449-99.2% | $10,961-99.4% | $6,925-99.1% |