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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 | $53,774 | $55,684-3.4% | $75,900-29.2% | $72,976-26.3% |
| Participation rate | 57.6% | 61.1%-3.6pp | 69.3%-11.7pp | 69.5%-11.9pp |
| Annual return | 18.85% | 27.60%-8.7pp | 30.73%-11.9pp | 81.02%-62.2pp |
| Employer contribution / active EE | $672 | $1,687-60.1% | $2,501-73.1% | $2,440-72.4% |
| Participant deferral / active EE | $2,062 | $2,634-21.7% | $3,604-42.8% | $3,608-42.9% |
| Admin fee / account holder | $219 | $3,981-94.5% | $5,421-96.0% | $5,124-95.7% |