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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 | $73,062 | $83,337-12.3% | $67,834+7.7% | $273,972-73.3% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 6.60% | 259.45%-252.8pp | 138.47%-131.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,213 | $3,287-63.1% | $2,403-49.5% | $4,869-75.1% |
| Participant deferral / active EE | $3,071 | $4,088-24.9% | $3,160-2.8% | $5,287-41.9% |
| Admin fee / account holder | $27 | $6,752-99.6% | $4,622-99.4% | $10,133-99.7% |