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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 | $72,290 | $108,882-33.6% | $96,754-25.3% | $154,746-53.3% |
| Participation rate | 21.4% | 75.1%-53.7pp | 70.3%-48.8pp | 80.7%-59.3pp |
| Annual return | 23.12% | 98.39%-75.3pp | 82.04%-58.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,060 | $3,018-64.9% | $2,679-60.4% | $4,379-75.8% |
| Participant deferral / active EE | $3,665 | $5,323-31.2% | $4,758-23.0% | $6,730-45.6% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |