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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 | $72,098 | $72,273-0.2% | $101,275-28.8% | $79,856-9.7% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 55.02% | 22.30%+32.7pp | 46.48%+8.5pp | 31.71%+23.3pp |
| Employer contribution / active EE | $1,267 | $2,691-52.9% | $3,660-65.4% | $2,471-48.7% |
| Participant deferral / active EE | $1,836 | $3,282-44.0% | $4,371-58.0% | $3,741-50.9% |
| Admin fee / account holder | $191 | $4,401-95.7% | $5,948-96.8% | $5,306-96.4% |