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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 | $69,795 | $106,864-34.7% | $147,318-52.6% | $82,637-15.5% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 22.90% | 27.49%-4.6pp | 70.43%-47.5pp | 53.51%-30.6pp |
| Employer contribution / active EE | $3,812 | $3,417+11.6% | $4,593-17.0% | $2,552+49.4% |
| Participant deferral / active EE | $8,771 | $6,496+35.0% | $7,906+10.9% | $4,126+112.6% |
| Admin fee / account holder | $249 | $8,415-97.0% | $13,708-98.2% | $7,339-96.6% |