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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 | $60,718 | $112,729-46.1% | $98,716-38.5% | $137,256-55.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 12.44% | 38.48%-26.0pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $475 | $2,725-82.6% | $2,279-79.1% | $4,156-88.6% |
| Participant deferral / active EE | $6,250 | $4,640+34.7% | $4,048+54.4% | $6,407-2.4% |
| Admin fee / account holder | $267 | $10,129-97.4% | $8,703-96.9% | $12,270-97.8% |