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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 | $65,207 | $114,712-43.2% | $173,730-62.5% | $87,485-25.5% |
| Participation rate | 37.0% | 73.0%-36.0pp | 79.6%-42.5pp | 68.9%-31.9pp |
| Annual return | 18.06% | 20.18%-2.1pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,515 | $2,904-47.8% | $4,577-66.9% | $2,596-41.6% |
| Participant deferral / active EE | $4,586 | $4,642-1.2% | $6,326-27.5% | $4,274+7.3% |
| Admin fee / account holder | $131 | $10,210-98.7% | $17,523-99.3% | $7,775-98.3% |