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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 | $117,058 | $138,312-15.4% | $122,979-4.8% | $155,188-24.6% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 23.35% | 22.06%+1.3pp | 20.12%+3.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,603 | $3,530-54.6% | $3,062-47.6% | $4,248-62.3% |
| Participant deferral / active EE | $17,100 | $5,592+205.8% | $5,003+241.8% | $6,531+161.8% |
| Admin fee / account holder | $20 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |