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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 | $100,384 | $110,410-9.1% | $102,437-2.0% | $145,897-31.2% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 19.51% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $1,267 | $4,217-70.0% | $3,871-67.3% | $4,663-72.8% |
| Participant deferral / active EE | $4,848 | $5,622-13.8% | $5,060-4.2% | $6,689-27.5% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |