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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 | $69,999 | $99,053-29.3% | $88,179-20.6% | $138,895-49.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 17.64% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,167 | $2,882-59.5% | $2,549-54.2% | $4,194-72.2% |
| Participant deferral / active EE | $1,810 | $5,225-65.4% | $4,614-60.8% | $6,396-71.7% |
| Admin fee / account holder | $15 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |