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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 | $145,128 | $181,896-20.2% | $156,551-7.3% | $273,972-47.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 5.30% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,715 | $6,248-72.5% | $5,501-68.8% | $4,869-64.8% |
| Participant deferral / active EE | $1,940 | $5,550-65.0% | $4,871-60.2% | $5,287-63.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |