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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 | $88,996-30.9% | $78,004-21.2% | $138,895-55.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 15.90% | 28.03%-12.1pp | 31.07%-15.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,818 | $2,917-37.7% | $2,469-26.4% | $4,194-56.7% |
| Participant deferral / active EE | $3,413 | $4,724-27.7% | $4,092-16.6% | $6,396-46.6% |
| Admin fee / account holder | $285 | $8,807-96.8% | $7,578-96.2% | $12,562-97.7% |