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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 | $81,476-62.2% | $102,383-69.9% | $80,925-62.0% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 15.49% | 25.59%-10.1pp | 24.94%-9.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $4,167 | $3,105+34.2% | $3,870+7.7% | $2,756+51.2% |
| Participant deferral / active EE | $4,802 | $3,871+24.1% | $5,060-5.1% | $4,299+11.7% |
| Admin fee / account holder | $296 | $6,717-95.6% | $8,391-96.5% | $6,940-95.7% |