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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 | $53,140 | $57,119-7.0% | $85,187-37.6% | $80,935-34.3% |
| Participation rate | 34.6% | 56.4%-21.8pp | 67.5%-32.9pp | 67.7%-33.0pp |
| Annual return | 20.92% | 21.70%-0.8pp | 66.67%-45.7pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,951 | $1,802+8.3% | $2,732-28.6% | $2,757-29.2% |
| Participant deferral / active EE | $2,760 | $3,115-11.4% | $4,525-39.0% | $4,299-35.8% |
| Admin fee / account holder | $9 | $4,990-99.8% | $6,162-99.9% | $6,924-99.9% |