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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 | $63,472 | $110,212-42.4% | $96,534-34.2% | $139,466-54.5% |
| Participation rate | 63.2% | 78.1%-15.0pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 16.41% | 26.42%-10.0pp | 25.88%-9.5pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,572 | $3,620-28.9% | $2,965-13.3% | $4,754-45.9% |
| Participant deferral / active EE | $3,877 | $5,547-30.1% | $4,851-20.1% | $6,712-42.2% |
| Admin fee / account holder | $162 | $11,599-98.6% | $8,253-98.0% | $11,409-98.6% |