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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 | $84,383 | $124,980-32.5% | $108,359-22.1% | $154,746-45.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 16.84% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,913 | $2,851-32.9% | $2,399-20.3% | $4,379-56.3% |
| Participant deferral / active EE | $7,278 | $4,743+53.5% | $4,137+75.9% | $6,730+8.1% |
| Admin fee / account holder | $159 | $11,502-98.6% | $9,741-98.4% | $14,365-98.9% |