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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 | $54,169 | $95,453-43.3% | $112,040-51.7% | $82,448-34.3% |
| Participation rate | 54.3% | 72.8%-18.4pp | 76.5%-22.1pp | 68.1%-13.7pp |
| Annual return | 18.29% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,859 | $2,318-19.8% | $2,954-37.1% | $2,551-27.1% |
| Participant deferral / active EE | $4,656 | $4,224+10.2% | $5,098-8.7% | $4,139+12.5% |
| Admin fee / account holder | $7 | $9,013-99.9% | $12,098-99.9% | $7,234-99.9% |