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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 | $50,947 | $199,109-74.4% | $173,730-70.7% | $154,746-67.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 19.34% | 20.02%-0.7pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,034 | $5,311-61.7% | $4,577-55.6% | $4,379-53.6% |
| Participant deferral / active EE | $3,563 | $7,113-49.9% | $6,326-43.7% | $6,730-47.1% |
| Admin fee / account holder | $235 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |