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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 | $71,991 | $125,797-42.8% | $170,057-57.7% | $75,177-4.2% |
| Participation rate | 64.5% | 83.6%-19.1pp | 87.0%-22.5pp | 67.2%-2.7pp |
| Annual return | 22.16% | 27.20%-5.0pp | 53.42%-31.3pp | 160.75%-138.6pp |
| Employer contribution / active EE | $1,448 | $4,616-68.6% | $6,790-78.7% | $2,671-45.8% |
| Participant deferral / active EE | $9,764 | $6,838+42.8% | $10,411-6.2% | $4,126+136.6% |
| Admin fee / account holder | $54 | $8,177-99.3% | $12,826-99.6% | $5,651-99.0% |