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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 | $97,150 | $103,393-6.0% | $87,103+11.5% | $152,909-36.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 26.24% | 28.10%-1.9pp | 28.19%-1.9pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,367 | $3,221-57.6% | $2,521-45.8% | $4,764-71.3% |
| Participant deferral / active EE | $3,265 | $4,778-31.7% | $4,049-19.3% | $5,851-44.2% |
| Admin fee / account holder | $206 | $12,195-98.3% | $7,491-97.2% | $11,601-98.2% |