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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 | $108,825-40.1% | $156,181-58.2% | $82,448-20.9% |
| Participation rate | 37.0% | 72.4%-35.3pp | 78.8%-41.8pp | 68.1%-31.0pp |
| Annual return | 18.06% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,515 | $2,870-47.2% | $4,294-64.7% | $2,551-40.6% |
| Participant deferral / active EE | $4,586 | $4,577+0.2% | $6,132-25.2% | $4,139+10.8% |
| Admin fee / account holder | $131 | $9,341-98.6% | $14,586-99.1% | $7,234-98.2% |