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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 | $106,350 | $161,352-34.1% | $134,172-20.7% | $137,256-22.5% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 16.47% | 28.72%-12.2pp | 25.30%-8.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,998 | $4,099-51.3% | $3,420-41.6% | $4,156-51.9% |
| Participant deferral / active EE | $3,801 | $5,552-31.5% | $4,690-19.0% | $6,407-40.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |