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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 | $110,337-8.8% | $102,383-1.7% | $145,877-31.0% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.9pp |
| Annual return | 9.21% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,151 | $4,216-72.7% | $3,870-70.3% | $4,663-75.3% |
| Participant deferral / active EE | $3,558 | $5,621-36.7% | $5,060-29.7% | $6,691-46.8% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |