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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 | $126,661-7.6% | $113,397+3.2% | $138,895-15.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 23.35% | 25.05%-1.7pp | 23.20%+0.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $1,603 | $3,456-53.6% | $2,977-46.2% | $4,194-61.8% |
| Participant deferral / active EE | $17,100 | $5,693+200.4% | $5,076+236.9% | $6,396+167.3% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |