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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 | $51,910 | $101,618-48.9% | $93,063-44.2% | $137,256-62.2% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 13.27% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,109 | $2,707-59.0% | $2,476-55.2% | $4,156-73.3% |
| Participant deferral / active EE | $2,208 | $4,279-48.4% | $3,958-44.2% | $6,407-65.5% |
| Admin fee / account holder | $65 | $6,198-99.0% | $6,033-98.9% | $12,270-99.5% |