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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 | $90,554 | $127,387-28.9% | $115,038-21.3% | $125,389-27.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.62% | 31.28%-29.7pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $4,033 | $5,166-21.9% | $4,608-12.5% | $4,866-17.1% |
| Participant deferral / active EE | $10,534 | $6,423+64.0% | $6,026+74.8% | $5,352+96.8% |
| Admin fee / account holder | -$46 | $9,516-100.5% | $8,175-100.6% | $9,541-100.5% |