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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 | $80,541 | $181,896-55.7% | $156,551-48.6% | $273,972-70.6% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 21.16% | 30.74%-9.6pp | 32.23%-11.1pp | 41.46%-20.3pp |
| Employer contribution / active EE | $2,120 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $3,600 | $5,550-35.1% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |