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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 | $53,363 | $135,905-60.7% | $126,068-57.7% | $198,609-73.1% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 16.17% | 14.07%+2.1pp | 15.01%+1.2pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,349 | $4,245-68.2% | $3,968-66.0% | $5,055-73.3% |
| Participant deferral / active EE | $9,909 | $8,523+16.3% | $8,214+20.6% | $6,977+42.0% |
| Admin fee / account holder | $134 | $21,036-99.4% | $18,264-99.3% | $19,030-99.3% |