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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 | $69,819 | $103,392-32.5% | $87,104-19.8% | $152,897-54.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 21.38% | 28.10%-6.7pp | 28.19%-6.8pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,536 | $3,221-52.3% | $2,521-39.1% | $4,764-67.8% |
| Participant deferral / active EE | $2,887 | $4,778-39.6% | $4,048-28.7% | $5,851-50.7% |
| Admin fee / account holder | $216 | $12,194-98.2% | $7,491-97.1% | $11,599-98.1% |