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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 | $74,106 | $107,809-31.3% | $97,032-23.6% | $155,188-52.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 19.18% | 38.06%-18.9pp | 35.38%-16.2pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,116 | $2,911-61.7% | $2,629-57.5% | $4,248-73.7% |
| Participant deferral / active EE | $3,690 | $5,129-28.1% | $4,672-21.0% | $6,531-43.5% |
| Admin fee / account holder | $5 | $10,717-100.0% | $9,418-99.9% | $14,480-100.0% |