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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 | $52,018 | $48,011+8.3% | $63,803-18.5% | $82,637-37.1% |
| Participation rate | 6.9% | 66.6%-59.7pp | 72.7%-65.8pp | 68.1%-61.2pp |
| Annual return | 14.05% | 19.84%-5.8pp | 543.72%-529.7pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $847 | $2,846-70.3% | $3,843-78.0% | $4,126-79.5% |
| Admin fee / account holder | $275 | $3,873-92.9% | $5,196-94.7% | $7,339-96.3% |