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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 | $45,971 | $174,379-73.6% | $152,093-69.8% | $138,895-66.9% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 21.21% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,696 | $4,652-42.0% | $4,175-35.4% | $4,194-35.7% |
| Participant deferral / active EE | $8,591 | $6,159+39.5% | $5,451+57.6% | $6,396+34.3% |
| Admin fee / account holder | $201 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |