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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 | $30,790 | $81,446-62.2% | $103,374-70.2% | $80,874-61.9% |
| Participation rate | 63.0% | 66.9%-3.9pp | 74.5%-11.5pp | 67.6%-4.7pp |
| Annual return | 15.49% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $4,167 | $3,107+34.1% | $3,869+7.7% | $2,756+51.2% |
| Participant deferral / active EE | $4,802 | $3,870+24.1% | $5,058-5.1% | $4,297+11.8% |
| Admin fee / account holder | $296 | $6,715-95.6% | $8,394-96.5% | $6,935-95.7% |