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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 | $69,421 | $88,672-21.7% | $105,223-34.0% | $82,448-15.8% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 14.66% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,624 | $3,048-13.9% | $3,689-28.8% | $2,551+2.9% |
| Participant deferral / active EE | $5,182 | $4,036+28.4% | $5,072+2.2% | $4,139+25.2% |
| Admin fee / account holder | $271 | $7,146-96.2% | $8,859-96.9% | $7,234-96.3% |