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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 | $99,229 | $107,809-8.0% | $97,032+2.3% | $155,188-36.1% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 15.56% | 38.06%-22.5pp | 35.38%-19.8pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,496 | $2,911-48.6% | $2,629-43.1% | $4,248-64.8% |
| Participant deferral / active EE | $7,833 | $5,129+52.7% | $4,672+67.7% | $6,531+19.9% |
| Admin fee / account holder | $17 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |