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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 | $125,796 | $181,896-30.8% | $156,551-19.6% | $273,972-54.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.88% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,080 | $6,248-66.7% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $5,200 | $5,550-6.3% | $4,871+6.8% | $5,287-1.6% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |