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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 | $91,935 | $71,230+29.1% | $93,727-1.9% | $80,959+13.6% |
| Participation rate | 43.6% | 60.4%-16.8pp | 68.7%-25.1pp | 67.7%-24.1pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.83%-123.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $836 | $1,565-46.6% | $2,421-65.5% | $2,757-69.7% |
| Participant deferral / active EE | $2,356 | $4,037-41.7% | $4,417-46.7% | $4,300-45.2% |
| Admin fee / account holder | $151 | $6,961-97.8% | $8,292-98.2% | $6,925-97.8% |