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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 | $69,202 | $154,145-55.1% | $130,014-46.8% | $139,427-50.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 17.12% | 32.49%-15.4pp | -137.22%+154.3pp | 373.27%-356.2pp |
| Employer contribution / active EE | $1,496 | $5,290-71.7% | $4,320-65.4% | $4,752-68.5% |
| Participant deferral / active EE | $5,511 | $6,711-17.9% | $5,821-5.3% | $6,711-17.9% |
| Admin fee / account holder | $93 | $14,009-99.3% | $10,616-99.1% | $11,404-99.2% |