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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 | $106,749-39.3% | $145,433-55.4% | $82,448-21.4% |
| Participation rate | 60.5% | 75.6%-15.1pp | 82.1%-21.6pp | 68.1%-7.5pp |
| Annual return | 16.20% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,717 | $3,444-50.1% | $4,554-62.3% | $2,551-32.7% |
| Participant deferral / active EE | $3,948 | $6,519-39.4% | $7,897-50.0% | $4,139-4.6% |
| Admin fee / account holder | $126 | $8,390-98.5% | $13,129-99.0% | $7,234-98.3% |