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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 | $54,872 | $111,814-50.9% | $103,378-46.9% | $145,978-62.4% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 12.22% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,459 | $4,215-65.4% | $3,870-62.3% | $4,662-68.7% |
| Participant deferral / active EE | $4,286 | $5,618-23.7% | $5,058-15.3% | $6,690-35.9% |
| Admin fee / account holder | $118 | $9,764-98.8% | $8,401-98.6% | $13,400-99.1% |