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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 | $213,785-71.7% | $185,441-67.3% | $155,188-61.0% |
| Participation rate | 20.0% | 83.2%-63.2pp | 80.3%-60.3pp | 80.8%-60.8pp |
| Annual return | 17.26% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,277 | $5,393-76.3% | $4,672-72.7% | $4,248-69.9% |
| Participant deferral / active EE | $3,053 | $6,864-55.5% | $6,152-50.4% | $6,531-53.3% |
| Admin fee / account holder | $71 | $21,134-99.7% | $17,890-99.6% | $14,480-99.5% |