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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 | $112,729-25.1% | $98,716-14.5% | $137,256-38.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.84% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,913 | $2,725-29.8% | $2,279-16.1% | $4,156-54.0% |
| Participant deferral / active EE | $7,278 | $4,640+56.8% | $4,048+79.8% | $6,407+13.6% |
| Admin fee / account holder | $159 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |