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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 | $96,484 | $99,345-2.9% | $84,753+13.8% | $273,972-64.8% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 6.58% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,046 | $4,214-75.2% | $3,574-70.7% | $4,869-78.5% |
| Participant deferral / active EE | $2,433 | $4,270-43.0% | $3,712-34.5% | $5,287-54.0% |
| Admin fee / account holder | $7 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |