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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 | $64,742 | $114,013-43.2% | $103,693-37.6% | $155,188-58.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 36.43% | 49.31%-12.9pp | 47.61%-11.2pp | 148.84%-112.4pp |
| Employer contribution / active EE | $1,031 | $3,131-67.1% | $2,920-64.7% | $4,248-75.7% |
| Participant deferral / active EE | $1,650 | $4,970-66.8% | $4,579-64.0% | $6,531-74.7% |
| Admin fee / account holder | $130 | $8,407-98.5% | $7,858-98.3% | $14,480-99.1% |