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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 | $59,582 | $100,970-41.0% | $96,576-38.3% | $137,256-56.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 22.54% | 38.16%-15.6pp | 38.47%-15.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,018 | $3,809+5.5% | $3,553+13.1% | $4,156-3.3% |
| Participant deferral / active EE | $7,109 | $8,286-14.2% | $7,956-10.7% | $6,407+11.0% |
| Admin fee / account holder | $117 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |