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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 | $56,330 | $61,605-8.6% | $112,273-49.8% | $75,173-25.1% |
| Participation rate | 56.0% | 61.7%-5.7pp | 72.4%-16.4pp | 67.2%-11.2pp |
| Annual return | 19.17% | 28.47%-9.3pp | 30.23%-11.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,192 | $2,015-40.9% | $3,431-65.3% | $2,671-55.4% |
| Participant deferral / active EE | $3,043 | $3,108-2.1% | $4,800-36.6% | $4,126-26.2% |
| Admin fee / account holder | $270 | $4,862-94.4% | $7,752-96.5% | $5,651-95.2% |