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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 | $88,190 | $89,259-1.2% | $107,187-17.7% | $82,637+6.7% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 18.54% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,577 | $3,080-16.3% | $3,782-31.9% | $2,552+1.0% |
| Participant deferral / active EE | $4,588 | $4,037+13.6% | $5,096-10.0% | $4,126+11.2% |
| Admin fee / account holder | $183 | $7,381-97.5% | $9,162-98.0% | $7,339-97.5% |