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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 | $56,165 | $77,638-27.7% | $156,551-64.1% | $62,881-10.7% |
| Participation rate | 64.3% | 71.2%-6.9pp | 84.0%-19.7pp | 69.3%-5.0pp |
| Annual return | 6.46% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,512 | $3,444+2.0% | $5,501-36.2% | $2,281+54.0% |
| Participant deferral / active EE | $2,543 | $3,046-16.5% | $4,871-47.8% | $3,203-20.6% |
| Admin fee / account holder | $146 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |