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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 | $213,785-76.2% | $185,441-72.5% | $155,188-67.2% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 19.34% | 19.97%-0.6pp | 20.16%-0.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,034 | $5,393-62.3% | $4,672-56.5% | $4,248-52.1% |
| Participant deferral / active EE | $3,563 | $6,864-48.1% | $6,152-42.1% | $6,531-45.4% |
| Admin fee / account holder | $235 | $21,134-98.9% | $17,890-98.7% | $14,480-98.4% |