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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 | $71,208+29.1% | $93,681-1.9% | $80,911+13.6% |
| Participation rate | 43.6% | 60.4%-16.8pp | 68.7%-25.1pp | 67.6%-24.1pp |
| Annual return | 10.87% | 11.27%-0.4pp | 133.47%-122.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $836 | $1,564-46.5% | $2,422-65.5% | $2,756-69.6% |
| Participant deferral / active EE | $2,356 | $4,035-41.6% | $4,415-46.6% | $4,297-45.2% |
| Admin fee / account holder | $151 | $6,951-97.8% | $8,290-98.2% | $6,935-97.8% |