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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 | $100,633 | $111,814-10.0% | $103,378-2.7% | $145,978-31.1% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.9pp |
| Annual return | 9.21% | 24.80%-15.6pp | 24.91%-15.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,151 | $4,215-72.7% | $3,870-70.3% | $4,662-75.3% |
| Participant deferral / active EE | $3,558 | $5,618-36.7% | $5,058-29.6% | $6,690-46.8% |
| Admin fee / account holder | $77 | $9,764-99.2% | $8,401-99.1% | $13,400-99.4% |