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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 | $72,842 | $95,415-23.7% | $185,851-60.8% | $85,851-15.2% |
| Participation rate | 56.0% | 68.8%-12.8pp | 81.7%-25.7pp | 69.3%-13.3pp |
| Annual return | 26.80% | 23.59%+3.2pp | 122.11%-95.3pp | 318.63%-291.8pp |
| Employer contribution / active EE | $1,257 | $3,314-62.1% | $5,168-75.7% | $2,565-51.0% |
| Participant deferral / active EE | $2,065 | $3,424-39.7% | $5,569-62.9% | $3,952-47.8% |
| Admin fee / account holder | $98 | $7,215-98.6% | $16,245-99.4% | $6,261-98.4% |