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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 | $53,668 | $111,535-51.9% | $105,223-49.0% | $137,256-60.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 23.20% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,844 | $3,939-53.2% | $3,689-50.0% | $4,156-55.6% |
| Participant deferral / active EE | $5,371 | $5,500-2.4% | $5,072+5.9% | $6,407-16.2% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |