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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 | $64,832 | $106,524-39.1% | $152,301-57.4% | $87,485-25.9% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.4%-21.9pp | 68.9%-8.4pp |
| Annual return | 16.20% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,717 | $3,371-49.1% | $4,624-62.9% | $2,596-33.9% |
| Participant deferral / active EE | $3,948 | $6,525-39.5% | $8,004-50.7% | $4,274-7.6% |
| Admin fee / account holder | $126 | $8,287-98.5% | $14,398-99.1% | $7,775-98.4% |