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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 | $43,078 | $135,956-68.3% | $123,894-65.2% | $273,972-84.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.82% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,195 | $5,170-76.9% | $4,617-74.1% | $4,869-75.5% |
| Participant deferral / active EE | $6,746 | $6,343+6.4% | $5,984+12.7% | $5,287+27.6% |
| Admin fee / account holder | $142 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |