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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 | $60,286 | $156,398-61.5% | $147,318-59.1% | $138,895-56.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 26.21% | 78.75%-52.5pp | 70.43%-44.2pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,703 | $4,853-64.9% | $4,593-62.9% | $4,194-59.4% |
| Participant deferral / active EE | $6,163 | $8,237-25.2% | $7,906-22.0% | $6,396-3.6% |
| Admin fee / account holder | $234 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |