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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 | $90,015 | $112,729-20.1% | $98,716-8.8% | $137,256-34.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 16.50% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,108 | $2,725-59.4% | $2,279-51.4% | $4,156-73.4% |
| Participant deferral / active EE | $2,787 | $4,640-39.9% | $4,048-31.2% | $6,407-56.5% |
| Admin fee / account holder | $238 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |