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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 | $100,307 | $123,155-18.6% | $108,753-7.8% | $155,188-35.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 18.98% | 44.73%-25.8pp | 37.47%-18.5pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,117 | $2,811-60.3% | $2,427-54.0% | $4,248-73.7% |
| Participant deferral / active EE | $5,528 | $4,623+19.6% | $4,115+34.3% | $6,531-15.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |