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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 | $116,087 | $156,616-25.9% | $133,346-12.9% | $198,609-41.5% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 4.40% | 44.25%-39.8pp | 36.85%-32.4pp | 202.70%-198.3pp |
| Employer contribution / active EE | $992 | $3,368-70.5% | $2,853-65.2% | $5,055-80.4% |
| Participant deferral / active EE | $3,611 | $4,920-26.6% | $4,332-16.6% | $6,977-48.2% |
| Admin fee / account holder | $18 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |