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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 | $55,328 | $93,598-40.9% | $135,974-59.3% | $75,173-26.4% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 19.02% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,064 | $3,538-41.7% | $4,859-57.5% | $2,671-22.7% |
| Participant deferral / active EE | $3,551 | $6,405-44.6% | $7,760-54.2% | $4,126-13.9% |
| Admin fee / account holder | $161 | $6,978-97.7% | $10,767-98.5% | $5,651-97.1% |