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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 | $71,846 | $111,814-35.7% | $103,374-30.5% | $145,959-50.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 13.72% | 24.77%-11.0pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,183 | $4,214-48.2% | $3,869-43.6% | $4,661-53.2% |
| Participant deferral / active EE | $4,677 | $5,618-16.7% | $5,058-7.5% | $6,689-30.1% |
| Admin fee / account holder | $238 | $9,754-97.6% | $8,394-97.2% | $13,398-98.2% |