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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 | $90,971 | $106,247-14.4% | $96,515-5.7% | $139,466-34.8% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.1pp |
| Annual return | 13.17% | 38.47%-25.3pp | 35.73%-22.6pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,223 | $4,106-70.2% | $3,740-67.3% | $4,754-74.3% |
| Participant deferral / active EE | $3,795 | $5,456-30.4% | $4,880-22.2% | $6,712-43.5% |
| Admin fee / account holder | $134 | $7,885-98.3% | $6,735-98.0% | $11,409-98.8% |