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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 | $66,013 | $96,965-31.9% | $97,995-32.6% | $147,585-55.3% |
| Participation rate | 66.7% | 83.6%-17.0pp | 82.4%-15.7pp | 82.8%-16.2pp |
| Annual return | 15.96% | 24.11%-8.2pp | 23.94%-8.0pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,611 | $4,536-64.5% | $4,158-61.3% | $4,876-67.0% |
| Participant deferral / active EE | $2,683 | $5,081-47.2% | $5,097-47.4% | $5,439-50.7% |
| Admin fee / account holder | $248 | $8,120-96.9% | $5,943-95.8% | $10,886-97.7% |