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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 | $67,776 | $156,616-56.7% | $133,346-49.2% | $198,609-65.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 20.28% | 44.25%-24.0pp | 36.85%-16.6pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,277 | $3,368-62.1% | $2,853-55.3% | $5,055-74.7% |
| Participant deferral / active EE | $9,302 | $4,920+89.1% | $4,332+114.7% | $6,977+33.3% |
| Admin fee / account holder | $83 | $17,468-99.5% | $14,264-99.4% | $19,030-99.6% |