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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 | $80,963 | $107,809-24.9% | $97,032-16.6% | $155,188-47.8% |
| Participation rate | 54.5% | 75.5%-20.9pp | 71.6%-17.0pp | 80.8%-26.3pp |
| Annual return | 21.22% | 38.06%-16.8pp | 35.38%-14.2pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,385 | $2,911-52.4% | $2,629-47.3% | $4,248-67.4% |
| Participant deferral / active EE | $8,585 | $5,129+67.4% | $4,672+83.7% | $6,531+31.4% |
| Admin fee / account holder | $22 | $10,717-99.8% | $9,418-99.8% | $14,480-99.8% |