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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 | $72,600 | $168,635-56.9% | $147,617-50.8% | $125,389-42.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 1.45% | 77.65%-76.2pp | 61.98%-60.5pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,345 | $6,252-78.5% | $5,564-75.8% | $4,866-72.4% |
| Participant deferral / active EE | $3,456 | $5,507-37.3% | $4,895-29.4% | $5,352-35.4% |
| Admin fee / account holder | $119 | $13,580-99.1% | $11,612-99.0% | $9,541-98.8% |