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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 | $66,500 | $87,106-23.7% | $105,607-37.0% | $80,935-17.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 19.88% | 17.01%+2.9pp | 116.11%-96.2pp | 35.66%-15.8pp |
| Employer contribution / active EE | $3,674 | $2,396+53.3% | $3,167+16.0% | $2,757+33.3% |
| Participant deferral / active EE | $6,802 | $3,986+70.6% | $5,011+35.7% | $4,299+58.2% |
| Admin fee / account holder | $75 | $8,447-99.1% | $10,958-99.3% | $6,924-98.9% |