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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 | $53,735 | $78,705-31.7% | $117,857-54.4% | $70,131-23.4% |
| Participation rate | 64.4% | 73.2%-8.7pp | 79.7%-15.2pp | 69.5%-5.1pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.09%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,827 | $2,223-17.8% | $3,786-51.8% | $2,342-22.0% |
| Participant deferral / active EE | $3,698 | $3,297+12.2% | $4,482-17.5% | $3,332+11.0% |
| Admin fee / account holder | $213 | $5,065-95.8% | $8,020-97.3% | $4,645-95.4% |