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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 | $8,768 | $103,164-91.5% | $90,259-90.3% | $154,746-94.3% |
| Participation rate | 68.2% | 76.1%-7.9pp | 70.7%-2.6pp | 80.7%-12.5pp |
| Annual return | 20.80% | 19.25%+1.5pp | 18.88%+1.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,053 | $2,532-58.4% | $2,291-54.0% | $4,379-75.9% |
| Participant deferral / active EE | $1,502 | $4,422-66.0% | $3,827-60.8% | $6,730-77.7% |
| Admin fee / account holder | $96 | $8,593-98.9% | $7,267-98.7% | $14,365-99.3% |