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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 | $34,734 | $81,664-57.5% | $70,476-50.7% | $158,966-78.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 5.50% | 208.59%-203.1pp | 109.12%-103.6pp | 302.95%-297.4pp |
| Employer contribution / active EE | $2,736 | $3,219-15.0% | $2,738-0.1% | $4,762-42.6% |
| Participant deferral / active EE | $5,502 | $4,556+20.8% | $3,710+48.3% | $5,983-8.0% |
| Admin fee / account holder | $230 | $6,197-96.3% | $3,847-94.0% | $11,250-98.0% |