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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 | $117,623 | $135,905-13.5% | $126,068-6.7% | $198,609-40.8% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 19.22% | 14.07%+5.2pp | 15.01%+4.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,395 | $4,245-43.6% | $3,968-39.6% | $5,055-52.6% |
| Participant deferral / active EE | $7,227 | $8,523-15.2% | $8,214-12.0% | $6,977+3.6% |
| Admin fee / account holder | $249 | $21,036-98.8% | $18,264-98.6% | $19,030-98.7% |