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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 | $82,271 | $157,829-47.9% | $136,867-39.9% | $198,609-58.6% |
| Participation rate | 53.3% | 77.2%-23.8pp | 74.5%-21.2pp | 82.4%-29.0pp |
| Annual return | 10.75% | 51.25%-40.5pp | 42.97%-32.2pp | 202.70%-191.9pp |
| Employer contribution / active EE | $3,994 | $3,923+1.8% | $3,547+12.6% | $5,055-21.0% |
| Participant deferral / active EE | $2,713 | $5,463-50.3% | $4,924-44.9% | $6,977-61.1% |
| Admin fee / account holder | $23 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |