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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 | $38,845 | $157,829-75.4% | $136,867-71.6% | $198,609-80.4% |
| Participation rate | 52.2% | 77.2%-25.0pp | 74.5%-22.4pp | 82.4%-30.2pp |
| Annual return | 13.59% | 51.25%-37.7pp | 42.97%-29.4pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,952 | $3,923-50.2% | $3,547-45.0% | $5,055-61.4% |
| Participant deferral / active EE | $3,416 | $5,463-37.5% | $4,924-30.6% | $6,977-51.0% |
| Admin fee / account holder | $235 | $11,107-97.9% | $10,340-97.7% | $19,030-98.8% |