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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 | $102,609-48.0% | $98,090-45.6% | $138,895-61.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 16.17% | 36.44%-20.3pp | 37.05%-20.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,349 | $3,867-65.1% | $3,606-62.6% | $4,194-67.8% |
| Participant deferral / active EE | $9,909 | $8,167+21.3% | $7,845+26.3% | $6,396+54.9% |
| Admin fee / account holder | $134 | $11,434-98.8% | $11,815-98.9% | $12,562-98.9% |