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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 | $104,812 | $153,769-31.8% | $133,975-21.8% | $273,972-61.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 6.75% | 36.51%-29.8pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,051 | $6,029-66.0% | $5,211-60.6% | $4,869-57.9% |
| Participant deferral / active EE | $4,052 | $6,958-41.8% | $6,282-35.5% | $5,287-23.4% |
| Admin fee / account holder | $277 | $11,765-97.6% | $9,324-97.0% | $10,133-97.3% |