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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 | $68,478 | $181,896-62.4% | $156,551-56.3% | $273,972-75.0% |
| Participation rate | 68.4% | 88.4%-20.0pp | 84.0%-15.6pp | 83.0%-14.6pp |
| Annual return | 10.79% | 30.74%-20.0pp | 32.23%-21.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,337 | $6,248-62.6% | $5,501-57.5% | $4,869-52.0% |
| Participant deferral / active EE | $5,494 | $5,550-1.0% | $4,871+12.8% | $5,287+3.9% |
| Admin fee / account holder | $66 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |