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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 | $66,705 | $106,247-37.2% | $96,515-30.9% | $139,466-52.2% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 15.09% | 38.47%-23.4pp | 35.73%-20.6pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,172 | $4,106-71.5% | $3,740-68.7% | $4,754-75.3% |
| Participant deferral / active EE | $3,833 | $5,456-29.7% | $4,880-21.4% | $6,712-42.9% |
| Admin fee / account holder | $102 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |