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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 | $83,935 | $84,953-1.2% | $163,379-48.6% | $82,637+1.6% |
| Participation rate | 64.3% | 65.9%-1.7pp | 76.8%-12.5pp | 68.1%-3.8pp |
| Annual return | 27.79% | 23.07%+4.7pp | 63.41%-35.6pp | 53.51%-25.7pp |
| Employer contribution / active EE | $1,671 | $2,183-23.4% | $3,752-55.5% | $2,552-34.5% |
| Participant deferral / active EE | $4,610 | $4,326+6.6% | $6,282-26.6% | $4,126+11.7% |
| Admin fee / account holder | $165 | $7,921-97.9% | $9,818-98.3% | $7,339-97.8% |