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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 | $81,840 | $177,595-53.9% | $148,496-44.9% | $198,609-58.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 17.56% | 9.97%+7.6pp | 12.33%+5.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,370 | $4,098-42.2% | $3,497-32.2% | $5,055-53.1% |
| Participant deferral / active EE | $5,766 | $5,539+4.1% | $4,808+19.9% | $6,977-17.4% |
| Admin fee / account holder | $10 | $27,010-100.0% | $19,547-99.9% | $19,030-99.9% |