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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 | $60,554 | $199,109-69.6% | $173,730-65.1% | $154,746-60.9% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | 17.26% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,277 | $5,311-76.0% | $4,577-72.1% | $4,379-70.8% |
| Participant deferral / active EE | $3,053 | $7,113-57.1% | $6,326-51.7% | $6,730-54.6% |
| Admin fee / account holder | $71 | $20,916-99.7% | $17,523-99.6% | $14,365-99.5% |