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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 | $64,841 | $91,198-28.9% | $178,503-63.7% | $79,856-18.8% |
| Participation rate | 63.0% | 69.2%-6.3pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 18.21% | 24.20%-6.0pp | 151.12%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,908 | $3,257+50.7% | $5,011-2.1% | $2,471+98.6% |
| Participant deferral / active EE | $6,451 | $3,237+99.3% | $5,202+24.0% | $3,741+72.5% |
| Admin fee / account holder | $298 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |