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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 | $89,083 | $135,956-34.5% | $123,894-28.1% | $273,972-67.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 11.17% | 56.63%-45.5pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $10,062 | $5,170+94.6% | $4,617+117.9% | $4,869+106.7% |
| Participant deferral / active EE | $4,360 | $6,343-31.3% | $5,984-27.1% | $5,287-17.5% |
| Admin fee / account holder | $278 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |