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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 | $56,686 | $102,609-44.8% | $98,090-42.2% | $138,895-59.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 14.64% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,952 | $3,867-23.7% | $3,606-18.1% | $4,194-29.6% |
| Participant deferral / active EE | $16,323 | $8,167+99.9% | $7,845+108.1% | $6,396+155.2% |
| Admin fee / account holder | $152 | $11,434-98.7% | $11,815-98.7% | $12,562-98.8% |