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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 | $156,398-65.7% | $147,318-63.6% | $138,895-61.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 15.45% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,239 | $4,853-74.5% | $4,593-73.0% | $4,194-70.5% |
| Participant deferral / active EE | $5,598 | $8,237-32.0% | $7,906-29.2% | $6,396-12.5% |
| Admin fee / account holder | $134 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |