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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 | $96,657 | $111,814-13.6% | $103,374-6.5% | $145,959-33.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.81% | 24.77%-9.0pp | 24.89%-9.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,310 | $4,214-45.2% | $3,869-40.3% | $4,661-50.4% |
| Participant deferral / active EE | $3,231 | $5,618-42.5% | $5,058-36.1% | $6,689-51.7% |
| Admin fee / account holder | $28 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |