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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 | $64,036 | $98,240-34.8% | $82,312-22.2% | $147,586-56.6% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 15.15% | 30.85%-15.7pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,730 | $3,192-14.5% | $2,428+12.4% | $4,876-44.0% |
| Participant deferral / active EE | $7,936 | $4,383+81.1% | $3,706+114.1% | $5,439+45.9% |
| Admin fee / account holder | $194 | $8,563-97.7% | $5,608-96.5% | $10,886-98.2% |