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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 | $92,433 | $115,225-19.8% | $100,712-8.2% | $138,895-33.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 19.91% | 40.35%-20.4pp | 33.27%-13.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,006 | $2,771-63.7% | $2,313-56.5% | $4,194-76.0% |
| Participant deferral / active EE | $2,646 | $4,699-43.7% | $4,085-35.2% | $6,396-58.6% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |