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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 | $86,029 | $112,729-23.7% | $98,716-12.9% | $137,256-37.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 19.65% | 38.48%-18.8pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,333 | $2,725-51.1% | $2,279-41.5% | $4,156-67.9% |
| Participant deferral / active EE | $2,218 | $4,640-52.2% | $4,048-45.2% | $6,407-65.4% |
| Admin fee / account holder | $10 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |