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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 | $36,827 | $99,345-62.9% | $84,753-56.5% | $273,972-86.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 9.51% | 22.93%-13.4pp | 22.78%-13.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,405 | $4,214-42.9% | $3,574-32.7% | $4,869-50.6% |
| Participant deferral / active EE | $3,890 | $4,270-8.9% | $3,712+4.8% | $5,287-26.4% |
| Admin fee / account holder | $276 | $6,645-95.9% | $5,333-94.8% | $10,133-97.3% |