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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 | $58,124 | $107,666-46.0% | $102,184-43.1% | $154,746-62.4% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 12.10% | 29.33%-17.2pp | 31.58%-19.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,952 | $3,846-49.2% | $3,594-45.7% | $4,379-55.4% |
| Participant deferral / active EE | $2,777 | $8,719-68.2% | $8,309-66.6% | $6,730-58.7% |
| Admin fee / account holder | $122 | $12,943-99.1% | $11,609-98.9% | $14,365-99.2% |