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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 | $21,782 | $90,486-75.9% | $78,676-72.3% | $273,972-92.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.18% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,930 | $3,175-39.2% | $2,850-32.3% | $4,869-60.4% |
| Participant deferral / active EE | $5,775 | $3,901+48.0% | $3,517+64.2% | $5,287+9.2% |
| Admin fee / account holder | $186 | $5,263-96.5% | $4,510-95.9% | $10,133-98.2% |