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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 | $66,820 | $110,212-39.4% | $96,534-30.8% | $139,466-52.1% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 22.42% | 26.42%-4.0pp | 25.88%-3.5pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,245 | $3,620-65.6% | $2,965-58.0% | $4,754-73.8% |
| Participant deferral / active EE | $2,045 | $5,547-63.1% | $4,851-57.8% | $6,712-69.5% |
| Admin fee / account holder | $15 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |