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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 | $68,214 | $131,835-48.3% | $108,582-37.2% | $273,972-75.1% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 12.84% | -91.57%+104.4pp | -51.70%+64.5pp | 41.46%-28.6pp |
| Employer contribution / active EE | $3,048 | $4,913-38.0% | $3,758-18.9% | $4,869-37.4% |
| Participant deferral / active EE | $3,083 | $5,127-39.9% | $4,311-28.5% | $5,287-41.7% |
| Admin fee / account holder | $205 | $10,253-98.0% | $7,645-97.3% | $10,133-98.0% |