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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 | $25,116 | $215,361-88.3% | $171,082-85.3% | $273,972-90.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 8.30% | 25.14%-16.8pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,220 | $4,967-55.3% | $4,002-44.5% | $4,869-54.4% |
| Participant deferral / active EE | $4,549 | $5,543-17.9% | $4,797-5.2% | $5,287-14.0% |
| Admin fee / account holder | $35 | $10,846-99.7% | $8,520-99.6% | $10,133-99.7% |