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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 | $68,986 | $78,707-12.3% | $117,861-41.5% | $70,126-1.6% |
| Participation rate | 36.2% | 73.2%-37.0pp | 79.7%-43.5pp | 69.5%-33.3pp |
| Annual return | 23.67% | 23.30%+0.4pp | 335.11%-311.4pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,893 | $2,223-14.9% | $3,786-50.0% | $2,343-19.2% |
| Participant deferral / active EE | $3,453 | $3,297+4.7% | $4,482-23.0% | $3,332+3.6% |
| Admin fee / account holder | $6 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |