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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 | $59,701 | $97,125-38.5% | $86,233-30.8% | $137,256-56.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 21.01% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,636 | $2,841-42.4% | $2,504-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $2,290 | $5,180-55.8% | $4,559-49.8% | $6,407-64.3% |
| Admin fee / account holder | $269 | $9,725-97.2% | $8,342-96.8% | $12,270-97.8% |