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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 | $36,495 | $111,535-67.3% | $105,223-65.3% | $137,256-73.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.80% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,089 | $3,939-72.4% | $3,689-70.5% | $4,156-73.8% |
| Participant deferral / active EE | $2,305 | $5,500-58.1% | $5,072-54.6% | $6,407-64.0% |
| Admin fee / account holder | $248 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |