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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 | $110,410-5.8% | $102,437+1.5% | $145,897-28.7% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 15.37% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,687 | $4,217-60.0% | $3,871-56.4% | $4,663-63.8% |
| Participant deferral / active EE | $4,163 | $5,622-25.9% | $5,060-17.7% | $6,689-37.8% |
| Admin fee / account holder | $236 | $9,745-97.6% | $8,388-97.2% | $13,390-98.2% |