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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 | $100,289 | $124,351-19.3% | $109,188-8.2% | $167,553-40.1% |
| Participation rate | 47.1% | 79.4%-32.4pp | 75.9%-28.8pp | 82.1%-35.1pp |
| Annual return | 17.24% | 26.04%-8.8pp | 25.76%-8.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $1,022 | $4,210-75.7% | $3,723-72.5% | $4,840-78.9% |
| Participant deferral / active EE | $4,983 | $5,257-5.2% | $4,654+7.1% | $6,343-21.4% |
| Admin fee / account holder | $54 | $7,975-99.3% | $6,755-99.2% | $12,316-99.6% |