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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 | $55,308 | $162,967-66.1% | $135,792-59.3% | $138,895-60.2% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.6%-12.6pp | 79.9%-19.9pp |
| Annual return | 24.67% | 30.08%-5.4pp | 25.96%-1.3pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,084 | $4,211-74.3% | $3,496-69.0% | $4,194-74.2% |
| Participant deferral / active EE | $8,260 | $5,640+46.4% | $4,759+73.6% | $6,396+29.1% |
| Admin fee / account holder | $153 | $15,306-99.0% | $12,266-98.8% | $12,562-98.8% |