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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 | $62,102 | $211,288-70.6% | $178,540-65.2% | $145,884-57.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.36% | 30.27%-20.9pp | 27.15%-17.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,445 | $4,574-68.4% | $3,953-63.4% | $4,662-69.0% |
| Participant deferral / active EE | $3,167 | $6,967-54.5% | $6,281-49.6% | $6,690-52.7% |
| Admin fee / account holder | $43 | $12,105-99.6% | $10,424-99.6% | $13,392-99.7% |