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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 | $79,885 | $84,236-5.2% | $170,435-53.1% | $70,126+13.9% |
| Participation rate | 69.5% | 70.8%-1.3pp | 83.6%-14.1pp | 69.5%0pp |
| Annual return | 20.38% | 23.06%-2.7pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,477 | $3,387-56.4% | $5,432-72.8% | $2,343-37.0% |
| Participant deferral / active EE | $3,525 | $3,086+14.2% | $4,939-28.6% | $3,332+5.8% |
| Admin fee / account holder | $93 | $5,698-98.4% | $13,881-99.3% | $4,645-98.0% |