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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 | $61,486 | $107,733-42.9% | $92,985-33.9% | $154,746-60.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 15.90% | 30.39%-14.5pp | 27.99%-12.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,818 | $3,126-41.8% | $2,662-31.7% | $4,379-58.5% |
| Participant deferral / active EE | $3,413 | $5,053-32.4% | $4,377-22.0% | $6,730-49.3% |
| Admin fee / account holder | $285 | $11,369-97.5% | $9,463-97.0% | $14,365-98.0% |