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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 | $26,454 | $107,666-75.4% | $102,184-74.1% | $154,746-82.9% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 29.00% | 29.33%-0.3pp | 31.58%-2.6pp | 172.34%-143.3pp |
| Employer contribution / active EE | $1,451 | $3,846-62.3% | $3,594-59.6% | $4,379-66.9% |
| Participant deferral / active EE | $5,749 | $8,719-34.1% | $8,309-30.8% | $6,730-14.6% |
| Admin fee / account holder | $46 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |