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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 | $65,950 | $172,111-61.7% | $150,298-56.1% | $137,256-52.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.48% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,538 | $4,636-45.2% | $4,154-38.9% | $4,156-38.9% |
| Participant deferral / active EE | $4,575 | $6,166-25.8% | $5,453-16.1% | $6,407-28.6% |
| Admin fee / account holder | $289 | $16,471-98.2% | $14,116-98.0% | $12,270-97.6% |