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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 | $89,427 | $176,786-49.4% | $146,643-39.0% | $167,536-46.6% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 15.45% | 24.04%-8.6pp | 22.75%-7.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,490 | $5,161-71.1% | $4,137-64.0% | $4,839-69.2% |
| Participant deferral / active EE | $6,364 | $6,440-1.2% | $5,506+15.6% | $6,342+0.3% |
| Admin fee / account holder | $58 | $13,262-99.6% | $10,280-99.4% | $12,315-99.5% |