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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 | $93,992 | $106,280-11.6% | $96,538-2.6% | $139,487-32.6% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 19.40% | 38.48%-19.1pp | 35.74%-16.3pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,033 | $4,107-74.8% | $3,740-72.4% | $4,755-78.3% |
| Participant deferral / active EE | $5,162 | $5,457-5.4% | $4,880+5.8% | $6,713-23.1% |
| Admin fee / account holder | $252 | $7,888-96.8% | $6,737-96.3% | $11,407-97.8% |