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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 | $107,809-32.9% | $97,032-25.5% | $155,188-53.4% |
| Participation rate | 21.4% | 75.5%-54.0pp | 71.6%-50.1pp | 80.8%-59.4pp |
| Annual return | 23.12% | 38.06%-14.9pp | 35.38%-12.3pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,060 | $2,911-63.6% | $2,629-59.7% | $4,248-75.0% |
| Participant deferral / active EE | $3,665 | $5,129-28.6% | $4,672-21.6% | $6,531-43.9% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |