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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 | $63,206 | $73,955-14.5% | $96,520-34.5% | $75,181-15.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 13.20% | 26.72%-13.5pp | 35.72%-22.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $1,917 | $2,930-34.6% | $3,739-48.7% | $2,671-28.2% |
| Participant deferral / active EE | $3,761 | $3,659+2.8% | $4,879-22.9% | $4,126-8.8% |
| Admin fee / account holder | $275 | $5,217-94.7% | $6,733-95.9% | $5,650-95.1% |