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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 | $114,013-27.8% | $103,693-20.7% | $155,188-47.0% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.3pp | 80.8%-27.5pp |
| Annual return | 10.75% | 49.31%-38.6pp | 47.61%-36.9pp | 148.84%-138.1pp |
| Employer contribution / active EE | $3,994 | $3,131+27.6% | $2,920+36.8% | $4,248-6.0% |
| Participant deferral / active EE | $2,713 | $4,970-45.4% | $4,579-40.8% | $6,531-58.5% |
| Admin fee / account holder | $23 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |