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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 | $73,931 | $131,835-43.9% | $108,582-31.9% | $273,972-73.0% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.6%-33.4pp | 83.0%-36.9pp |
| Annual return | 6.76% | -91.57%+98.3pp | -51.70%+58.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,103 | $4,913-57.2% | $3,758-44.0% | $4,869-56.8% |
| Participant deferral / active EE | $6,692 | $5,127+30.5% | $4,311+55.2% | $5,287+26.6% |
| Admin fee / account holder | $285 | $10,253-97.2% | $7,645-96.3% | $10,133-97.2% |