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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 | $73,909 | $181,896-59.4% | $156,551-52.8% | $273,972-73.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 40.23% | 30.74%+9.5pp | 32.23%+8.0pp | 41.46%-1.2pp |
| Employer contribution / active EE | $2,072 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $4,329 | $5,550-22.0% | $4,871-11.1% | $5,287-18.1% |
| Admin fee / account holder | $287 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |