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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 | $28,322 | $99,345-71.5% | $84,753-66.6% | $273,972-89.7% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 10.94% | 22.93%-12.0pp | 22.78%-11.8pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,077 | $4,214-50.7% | $3,574-41.9% | $4,869-57.3% |
| Participant deferral / active EE | $5,301 | $4,270+24.2% | $3,712+42.8% | $5,287+0.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |