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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 | $70,822 | $117,846-39.9% | $102,434-30.9% | $145,884-51.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.46% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,339 | $3,615-35.3% | $3,023-22.6% | $4,662-49.8% |
| Participant deferral / active EE | $4,750 | $5,733-17.2% | $5,055-6.0% | $6,690-29.0% |
| Admin fee / account holder | $283 | $13,356-97.9% | $9,462-97.0% | $13,392-97.9% |