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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 | $75,367 | $101,618-25.8% | $93,063-19.0% | $137,256-45.1% |
| Participation rate | 64.7% | 74.9%-10.2pp | 72.1%-7.4pp | 80.0%-15.3pp |
| Annual return | 16.63% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,512 | $2,707-44.2% | $2,476-39.0% | $4,156-63.6% |
| Participant deferral / active EE | $2,654 | $4,279-38.0% | $3,958-32.9% | $6,407-58.6% |
| Admin fee / account holder | $175 | $6,198-97.2% | $6,033-97.1% | $12,270-98.6% |