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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 | $55,696 | $161,352-65.5% | $134,172-58.5% | $137,256-59.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 15.74% | 28.72%-13.0pp | 25.30%-9.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,690 | $4,099-58.8% | $3,420-50.6% | $4,156-59.3% |
| Participant deferral / active EE | $2,655 | $5,552-52.2% | $4,690-43.4% | $6,407-58.6% |
| Admin fee / account holder | $200 | $15,028-98.7% | $12,016-98.3% | $12,270-98.4% |