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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 | $79,515 | $88,370-10.0% | $112,977-29.6% | $79,856-0.4% |
| Participation rate | 55.2% | 76.8%-21.6pp | 82.6%-27.4pp | 69.6%-14.5pp |
| Annual return | 18.05% | 23.16%-5.1pp | 24.24%-6.2pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,221 | $3,398-64.1% | $4,255-71.3% | $2,471-50.6% |
| Participant deferral / active EE | $5,740 | $4,536+26.6% | $5,836-1.6% | $3,741+53.5% |
| Admin fee / account holder | $106 | $5,750-98.2% | $6,294-98.3% | $5,306-98.0% |