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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 | $52,517 | $52,279+0.5% | $89,400-41.3% | $79,858-34.2% |
| Participation rate | 56.7% | 57.5%-0.9pp | 68.0%-11.3pp | 69.6%-13.0pp |
| Annual return | 12.57% | 22.16%-9.6pp | 245.64%-233.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $246 | $1,572-84.3% | $2,586-90.5% | $2,471-90.0% |
| Participant deferral / active EE | $1,653 | $2,740-39.7% | $3,890-57.5% | $3,740-55.8% |
| Admin fee / account holder | $93 | $3,356-97.2% | $4,882-98.1% | $5,306-98.2% |