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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 | $66,448 | $97,751-32.0% | $103,447-35.8% | $145,877-54.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 13.53% | 25.43%-11.9pp | 23.92%-10.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,498 | $4,684-68.0% | $4,678-68.0% | $4,663-67.9% |
| Participant deferral / active EE | $2,365 | $6,603-64.2% | $6,624-64.3% | $6,691-64.7% |
| Admin fee / account holder | $174 | $12,515-98.6% | $9,415-98.2% | $13,402-98.7% |