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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 | $60,132 | $213,785-71.9% | $185,441-67.6% | $155,188-61.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 17.71% | 19.97%-2.3pp | 20.16%-2.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,982 | $5,393-63.3% | $4,672-57.6% | $4,248-53.3% |
| Participant deferral / active EE | $3,263 | $6,864-52.5% | $6,152-47.0% | $6,531-50.0% |
| Admin fee / account holder | $19 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |