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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 | $94,438 | $106,247-11.1% | $96,515-2.2% | $139,466-32.3% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 19.74% | 38.47%-18.7pp | 35.73%-16.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,826 | $4,106-31.2% | $3,740-24.4% | $4,754-40.5% |
| Participant deferral / active EE | $3,649 | $5,456-33.1% | $4,880-25.2% | $6,712-45.6% |
| Admin fee / account holder | $4 | $7,885-100.0% | $6,735-99.9% | $11,409-100.0% |