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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 | $124,298-19.3% | $109,152-8.1% | $167,497-40.1% |
| Participation rate | 47.1% | 79.4%-32.4pp | 75.9%-28.8pp | 82.1%-35.0pp |
| Annual return | 17.24% | 26.04%-8.8pp | 25.75%-8.5pp | 478.62%-461.4pp |
| Employer contribution / active EE | $1,022 | $4,208-75.7% | $3,722-72.5% | $4,838-78.9% |
| Participant deferral / active EE | $4,983 | $5,256-5.2% | $4,653+7.1% | $6,341-21.4% |
| Admin fee / account holder | $54 | $7,971-99.3% | $6,753-99.2% | $12,310-99.6% |