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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 | $53,537 | $136,860-60.9% | $120,344-55.5% | $154,746-65.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 12.24% | 21.38%-9.1pp | 20.30%-8.1pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,290 | $3,533-63.5% | $3,020-57.3% | $4,379-70.6% |
| Participant deferral / active EE | $2,056 | $5,793-64.5% | $5,135-60.0% | $6,730-69.5% |
| Admin fee / account holder | $66 | $15,393-99.6% | $12,742-99.5% | $14,365-99.5% |