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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 | $74,476 | $118,496-37.1% | $98,461-24.4% | $139,466-46.6% |
| Participation rate | 68.8% | 77.5%-8.7pp | 75.2%-6.4pp | 80.3%-11.6pp |
| Annual return | 15.89% | 18.96%-3.1pp | 21.17%-5.3pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,202 | $3,611-66.7% | $3,049-60.6% | $4,754-74.7% |
| Participant deferral / active EE | $3,616 | $5,393-32.9% | $4,738-23.7% | $6,712-46.1% |
| Admin fee / account holder | $153 | $14,056-98.9% | $8,961-98.3% | $11,409-98.7% |