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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 | $70,456 | $81,476-13.5% | $102,383-31.2% | $80,925-12.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 18.69% | 25.59%-6.9pp | 24.94%-6.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $2,037 | $3,105-34.4% | $3,870-47.4% | $2,756-26.1% |
| Participant deferral / active EE | $4,998 | $3,871+29.1% | $5,060-1.2% | $4,299+16.3% |
| Admin fee / account holder | $161 | $6,717-97.6% | $8,391-98.1% | $6,940-97.7% |