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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 | $76,942 | $87,733-12.3% | $106,554-27.8% | $85,851-10.4% |
| Participation rate | 61.3% | 71.9%-10.6pp | 76.1%-14.8pp | 69.3%-8.0pp |
| Annual return | 26.15% | 21.86%+4.3pp | 26.80%-0.6pp | 318.63%-292.5pp |
| Employer contribution / active EE | $515 | $2,073-75.2% | $2,819-81.7% | $2,565-79.9% |
| Participant deferral / active EE | $3,039 | $3,469-12.4% | $4,398-30.9% | $3,952-23.1% |
| Admin fee / account holder | $167 | $6,767-97.5% | $7,408-97.8% | $6,261-97.3% |