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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 | $102,329 | $155,555-34.2% | $146,866-30.3% | $155,188-34.1% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.5%-40.8pp | 80.8%-39.1pp |
| Annual return | 18.11% | 115.41%-97.3pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,287 | $4,647-72.3% | $4,425-70.9% | $4,248-69.7% |
| Participant deferral / active EE | $3,539 | $8,044-56.0% | $7,759-54.4% | $6,531-45.8% |
| Admin fee / account holder | $42 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |