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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 | $74,939 | $215,361-65.2% | $171,082-56.2% | $273,972-72.6% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 6.35% | 25.14%-18.8pp | 32.56%-26.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,599 | $4,967-67.8% | $4,002-60.1% | $4,869-67.2% |
| Participant deferral / active EE | $3,568 | $5,543-35.6% | $4,797-25.6% | $5,287-32.5% |
| Admin fee / account holder | $159 | $10,846-98.5% | $8,520-98.1% | $10,133-98.4% |