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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 | $70,682 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,853 | $4,804-40.6% | $4,554-37.4% | $4,156-31.4% |
| Participant deferral / active EE | $5,082 | $8,216-38.1% | $7,897-35.6% | $6,407-20.7% |
| Admin fee / account holder | $194 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |