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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 | $110,337-34.9% | $102,383-29.8% | $145,877-50.7% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 13.72% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,183 | $4,216-48.2% | $3,870-43.6% | $4,663-53.2% |
| Participant deferral / active EE | $4,677 | $5,621-16.8% | $5,060-7.6% | $6,691-30.1% |
| Admin fee / account holder | $238 | $9,750-97.6% | $8,391-97.2% | $13,402-98.2% |