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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 | $136,315 | $162,785-16.3% | $133,959+1.8% | $158,950-14.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 17.28% | 41.94%-24.7pp | 45.09%-27.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,486 | $4,975-70.1% | $3,919-62.1% | $4,762-68.8% |
| Participant deferral / active EE | $3,961 | $5,910-33.0% | $5,047-21.5% | $5,983-33.8% |
| Admin fee / account holder | $120 | $11,738-99.0% | $8,928-98.7% | $11,248-98.9% |