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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 | $89,259-22.2% | $107,187-35.2% | $82,637-16.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 14.66% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,624 | $3,080-14.8% | $3,782-30.6% | $2,552+2.8% |
| Participant deferral / active EE | $5,182 | $4,037+28.3% | $5,096+1.7% | $4,126+25.6% |
| Admin fee / account holder | $271 | $7,381-96.3% | $9,162-97.0% | $7,339-96.3% |