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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 | $62,848 | $95,959-34.5% | $97,411-35.5% | $138,895-54.8% |
| Participation rate | 62.5% | 81.8%-19.3pp | 80.4%-17.9pp | 79.9%-17.4pp |
| Annual return | 16.94% | 29.30%-12.4pp | 34.72%-17.8pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,216 | $4,278-48.2% | $4,210-47.4% | $4,194-47.2% |
| Participant deferral / active EE | $4,895 | $5,876-16.7% | $5,886-16.8% | $6,396-23.5% |
| Admin fee / account holder | $72 | $7,555-99.0% | $7,145-99.0% | $12,562-99.4% |