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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 | $74,391 | $103,038-27.8% | $90,324-17.6% | $152,909-51.3% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.5%-24.6pp |
| Annual return | 21.50% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,103 | $3,141-64.9% | $2,856-61.4% | $4,764-76.9% |
| Participant deferral / active EE | $2,089 | $4,282-51.2% | $3,885-46.2% | $5,851-64.3% |
| Admin fee / account holder | $15 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |