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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 | $30,455 | $88,996-65.8% | $78,004-61.0% | $138,895-78.1% |
| Participation rate | 68.4% | 74.4%-5.9pp | 69.4%-1.0pp | 79.9%-11.5pp |
| Annual return | 17.23% | 28.03%-10.8pp | 31.07%-13.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,534 | $2,917-47.4% | $2,469-37.9% | $4,194-63.4% |
| Participant deferral / active EE | $3,996 | $4,724-15.4% | $4,092-2.3% | $6,396-37.5% |
| Admin fee / account holder | $287 | $8,807-96.7% | $7,578-96.2% | $12,562-97.7% |