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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 | $89,259-33.4% | $107,187-44.5% | $82,637-28.1% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 22.76% | 21.02%+1.7pp | 204.55%-181.8pp | 53.51%-30.7pp |
| Employer contribution / active EE | $2,364 | $3,080-23.2% | $3,782-37.5% | $2,552-7.4% |
| Participant deferral / active EE | $5,298 | $4,037+31.2% | $5,096+4.0% | $4,126+28.4% |
| Admin fee / account holder | $82 | $7,381-98.9% | $9,162-99.1% | $7,339-98.9% |