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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 | $67,776 | $112,729-39.9% | $98,716-31.3% | $137,256-50.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 20.28% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,277 | $2,725-53.2% | $2,279-44.0% | $4,156-69.3% |
| Participant deferral / active EE | $9,302 | $4,640+100.5% | $4,048+129.8% | $6,407+45.2% |
| Admin fee / account holder | $83 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |