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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 | $82,461 | $157,276-47.6% | $141,177-41.6% | $152,885-46.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 15.41% | 64.33%-48.9pp | 71.40%-56.0pp | 345.39%-330.0pp |
| Employer contribution / active EE | $1,276 | $5,262-75.8% | $4,736-73.1% | $4,763-73.2% |
| Participant deferral / active EE | $5,222 | $7,110-26.6% | $6,710-22.2% | $5,851-10.8% |
| Admin fee / account holder | $74 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |