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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 | $106,749-34.6% | $145,433-52.0% | $82,448-15.3% |
| Participation rate | 62.1% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 22.90% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $3,812 | $3,444+10.7% | $4,554-16.3% | $2,551+49.5% |
| Participant deferral / active EE | $8,771 | $6,519+34.6% | $7,897+11.1% | $4,139+111.9% |
| Admin fee / account holder | $249 | $8,390-97.0% | $13,129-98.1% | $7,234-96.6% |