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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 | $100,792 | $113,941-11.5% | $94,229+7.0% | $125,389-19.6% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | 1.01% | 5.29%-4.3pp | 10.68%-9.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $111 | $8,392-98.7% | $6,269-98.2% | $9,541-98.8% |