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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 | $96,605 | $124,980-22.7% | $108,359-10.8% | $154,746-37.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.72% | 45.00%-32.3pp | 36.89%-24.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,402 | $2,851-50.8% | $2,399-41.6% | $4,379-68.0% |
| Participant deferral / active EE | $2,805 | $4,743-40.9% | $4,137-32.2% | $6,730-58.3% |
| Admin fee / account holder | $99 | $11,502-99.1% | $9,741-99.0% | $14,365-99.3% |