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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 | $46,963 | $90,486-48.1% | $78,676-40.3% | $273,972-82.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.95% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,917 | $3,175-8.1% | $2,850+2.4% | $4,869-40.1% |
| Participant deferral / active EE | $6,577 | $3,901+68.6% | $3,517+87.0% | $5,287+24.4% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |