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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 | $138,312-61.3% | $122,979-56.5% | $155,188-65.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 12.24% | 22.06%-9.8pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,290 | $3,530-63.5% | $3,062-57.9% | $4,248-69.6% |
| Participant deferral / active EE | $2,056 | $5,592-63.2% | $5,003-58.9% | $6,531-68.5% |
| Admin fee / account holder | $66 | $15,089-99.6% | $12,864-99.5% | $14,480-99.5% |