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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 | $63,108 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 20.37% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,634 | $4,636-64.7% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $6,210 | $6,166+0.7% | $5,453+13.9% | $6,407-3.1% |
| Admin fee / account holder | $139 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |