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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 | $36,668 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.36% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,470 | $4,804-7.0% | $4,554-1.9% | $4,156+7.6% |
| Participant deferral / active EE | $4,443 | $8,216-45.9% | $7,897-43.7% | $6,407-30.7% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |