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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 | $81,635 | $110,410-26.1% | $102,437-20.3% | $145,897-44.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.85% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,418 | $4,217-66.4% | $3,871-63.4% | $4,663-69.6% |
| Participant deferral / active EE | $2,342 | $5,622-58.3% | $5,060-53.7% | $6,689-65.0% |
| Admin fee / account holder | $6 | $9,745-99.9% | $8,388-99.9% | $13,390-100.0% |