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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 | $101,288 | $110,410-8.3% | $102,437-1.1% | $145,897-30.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 10.37% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $978 | $4,217-76.8% | $3,871-74.7% | $4,663-79.0% |
| Participant deferral / active EE | $1,702 | $5,622-69.7% | $5,060-66.4% | $6,689-74.6% |
| Admin fee / account holder | $24 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |