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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 | $60,422 | $181,062-66.6% | $158,223-61.8% | $155,188-61.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 21.92% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,883 | $4,565-58.7% | $4,109-54.2% | $4,248-55.7% |
| Participant deferral / active EE | $4,821 | $6,134-21.4% | $5,467-11.8% | $6,531-26.2% |
| Admin fee / account holder | $283 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |