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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 | $48,898 | $124,425-60.7% | $112,040-56.4% | $137,256-64.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 20.36% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,389 | $3,411-30.0% | $2,954-19.1% | $4,156-42.5% |
| Participant deferral / active EE | $5,240 | $5,718-8.4% | $5,098+2.8% | $6,407-18.2% |
| Admin fee / account holder | $121 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |