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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 | $199,109-69.8% | $173,730-65.4% | $154,746-61.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 17.71% | 20.02%-2.3pp | 19.96%-2.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,982 | $5,311-62.7% | $4,577-56.7% | $4,379-54.7% |
| Participant deferral / active EE | $3,263 | $7,113-54.1% | $6,326-48.4% | $6,730-51.5% |
| Admin fee / account holder | $19 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |