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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 | $57,061-6.9% | $85,063-37.5% | $80,911-34.3% |
| Participation rate | 34.6% | 56.3%-21.7pp | 67.5%-32.9pp | 67.6%-33.0pp |
| Annual return | 20.92% | 21.66%-0.7pp | 66.54%-45.6pp | 35.63%-14.7pp |
| Employer contribution / active EE | $1,951 | $1,799+8.5% | $2,727-28.5% | $2,756-29.2% |
| Participant deferral / active EE | $2,760 | $3,110-11.3% | $4,523-39.0% | $4,297-35.8% |
| Admin fee / account holder | $9 | $4,986-99.8% | $6,155-99.9% | $6,935-99.9% |