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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 | $117,802 | $228,352-48.4% | $185,835-36.6% | $158,966-25.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.27% | 40.81%-27.5pp | 35.96%-22.7pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,238 | $4,967-75.1% | $4,087-69.7% | $4,762-74.0% |
| Participant deferral / active EE | $2,475 | $6,416-61.4% | $5,633-56.1% | $5,983-58.6% |
| Admin fee / account holder | $88 | $11,867-99.3% | $9,502-99.1% | $11,250-99.2% |