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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 | $87,973 | $91,198-3.5% | $178,503-50.7% | $79,856+10.2% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 18.67% | 24.20%-5.5pp | 151.12%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $568 | $3,257-82.5% | $5,011-88.7% | $2,471-77.0% |
| Participant deferral / active EE | $1,811 | $3,237-44.1% | $5,202-65.2% | $3,741-51.6% |
| Admin fee / account holder | $300 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |