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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 | $53,675 | $155,555-65.5% | $146,866-63.5% | $155,188-65.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 15.45% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,239 | $4,647-73.3% | $4,425-72.0% | $4,248-70.8% |
| Participant deferral / active EE | $5,598 | $8,044-30.4% | $7,759-27.9% | $6,531-14.3% |
| Admin fee / account holder | $134 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |