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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 | $62,796 | $76,407-17.8% | $150,298-58.2% | $82,448-23.8% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 18.33% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,881 | $2,614-28.1% | $4,154-54.7% | $2,551-26.3% |
| Participant deferral / active EE | $4,652 | $3,214+44.7% | $5,453-14.7% | $4,139+12.4% |
| Admin fee / account holder | $212 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |