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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 | $50,709 | $114,013-55.5% | $103,693-51.1% | $155,188-67.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 17.52% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,573 | $3,131-49.8% | $2,920-46.1% | $4,248-63.0% |
| Participant deferral / active EE | $2,236 | $4,970-55.0% | $4,579-51.2% | $6,531-65.8% |
| Admin fee / account holder | $197 | $8,407-97.7% | $7,858-97.5% | $14,480-98.6% |