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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 | $36,883 | $96,558-61.8% | $80,977-54.5% | $273,972-86.5% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 7.97% | 15.14%-7.2pp | 17.11%-9.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,732 | $4,869-43.9% | $3,715-26.5% | $4,869-43.9% |
| Participant deferral / active EE | $4,630 | $6,598-29.8% | $5,696-18.7% | $5,287-12.4% |
| Admin fee / account holder | $187 | $7,493-97.5% | $5,517-96.6% | $10,133-98.1% |