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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 | $123,155-24.9% | $108,753-15.0% | $155,188-40.4% |
| Participation rate | 40.0% | 75.6%-35.6pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 19.91% | 44.73%-24.8pp | 37.47%-17.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,006 | $2,811-64.2% | $2,427-58.6% | $4,248-76.3% |
| Participant deferral / active EE | $2,646 | $4,623-42.8% | $4,115-35.7% | $6,531-59.5% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |