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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 | $70,609 | $104,251-32.3% | $91,004-22.4% | $147,585-52.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 9.61% | 27.06%-17.5pp | 4.60%+5.0pp | 578.58%-569.0pp |
| Employer contribution / active EE | $2,118 | $3,116-32.0% | $2,456-13.7% | $4,876-56.6% |
| Participant deferral / active EE | $4,738 | $4,195+12.9% | $3,548+33.5% | $5,439-12.9% |
| Admin fee / account holder | $55 | $8,948-99.4% | $5,417-99.0% | $10,886-99.5% |