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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 | $56,953 | $126,661-55.0% | $113,397-49.8% | $138,895-59.0% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.5%-30.7pp | 79.9%-34.1pp |
| Annual return | 18.31% | 25.05%-6.7pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,609 | $3,456-53.4% | $2,977-45.9% | $4,194-61.6% |
| Participant deferral / active EE | $2,601 | $5,693-54.3% | $5,076-48.8% | $6,396-59.3% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |