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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 | $103,970 | $110,337-5.8% | $102,383+1.6% | $145,877-28.7% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 15.37% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,687 | $4,216-60.0% | $3,870-56.4% | $4,663-63.8% |
| Participant deferral / active EE | $4,163 | $5,621-25.9% | $5,060-17.7% | $6,691-37.8% |
| Admin fee / account holder | $236 | $9,750-97.6% | $8,391-97.2% | $13,402-98.2% |