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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 | $66,884 | $93,345-28.3% | $119,126-43.9% | $87,485-23.5% |
| Participation rate | 63.6% | 68.7%-5.1pp | 75.8%-12.1pp | 68.9%-5.3pp |
| Annual return | 38.57% | 19.08%+19.5pp | 282.11%-243.5pp | 26.06%+12.5pp |
| Employer contribution / active EE | $2,087 | $3,172-34.2% | $4,034-48.3% | $2,596-19.6% |
| Participant deferral / active EE | $3,336 | $4,099-18.6% | $5,318-37.3% | $4,274-22.0% |
| Admin fee / account holder | $57 | $8,039-99.3% | $10,693-99.5% | $7,775-99.3% |