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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 | $95,196 | $95,415-0.2% | $185,851-48.8% | $85,851+10.9% |
| Participation rate | 36.6% | 68.8%-32.2pp | 81.7%-45.1pp | 69.3%-32.7pp |
| Annual return | 12.32% | 23.59%-11.3pp | 122.11%-109.8pp | 318.63%-306.3pp |
| Employer contribution / active EE | $1,989 | $3,314-40.0% | $5,168-61.5% | $2,565-22.5% |
| Participant deferral / active EE | $3,833 | $3,424+12.0% | $5,569-31.2% | $3,952-3.0% |
| Admin fee / account holder | $186 | $7,215-97.4% | $16,245-98.9% | $6,261-97.0% |