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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 | $59,442 | $93,345-36.3% | $119,126-50.1% | $87,485-32.1% |
| Participation rate | 48.0% | 68.7%-20.7pp | 75.8%-27.8pp | 68.9%-20.9pp |
| Annual return | 22.76% | 19.08%+3.7pp | 282.11%-259.3pp | 26.06%-3.3pp |
| Employer contribution / active EE | $2,364 | $3,172-25.5% | $4,034-41.4% | $2,596-8.9% |
| Participant deferral / active EE | $5,298 | $4,099+29.3% | $5,318-0.4% | $4,274+24.0% |
| Admin fee / account holder | $82 | $8,039-99.0% | $10,693-99.2% | $7,775-98.9% |