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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 | $100,302 | $172,111-41.7% | $150,298-33.3% | $137,256-26.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.14% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,256 | $4,636-72.9% | $4,154-69.8% | $4,156-69.8% |
| Participant deferral / active EE | $4,006 | $6,166-35.0% | $5,453-26.5% | $6,407-37.5% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |