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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 | $61,083 | $94,439-35.3% | $73,658-17.1% | $154,746-60.5% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 18.44% | 28.25%-9.8pp | 29.72%-11.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,131 | $1,257-10.1% | $1,032+9.5% | $4,379-74.2% |
| Participant deferral / active EE | $6,364 | $2,527+151.8% | $2,062+208.6% | $6,730-5.4% |
| Admin fee / account holder | $20 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |