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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 | $81,035 | $107,809-24.8% | $97,032-16.5% | $155,188-47.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 15.67% | 38.06%-22.4pp | 35.38%-19.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,887 | $2,911-35.2% | $2,629-28.2% | $4,248-55.6% |
| Participant deferral / active EE | $4,455 | $5,129-13.1% | $4,672-4.6% | $6,531-31.8% |
| Admin fee / account holder | $103 | $10,717-99.0% | $9,418-98.9% | $14,480-99.3% |