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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 | $107,637 | $95,404+12.8% | $113,397-5.1% | $82,637+30.3% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 15.45% | 19.08%-3.6pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,198 | $2,307-48.1% | $2,977-59.8% | $2,552-53.1% |
| Participant deferral / active EE | $3,287 | $4,220-22.1% | $5,076-35.3% | $4,126-20.3% |
| Admin fee / account holder | $80 | $9,168-99.1% | $11,957-99.3% | $7,339-98.9% |