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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 | $55,111 | $99,345-44.5% | $84,753-35.0% | $273,970-79.9% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 7.51% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,515 | $4,214-64.0% | $3,574-57.6% | $4,869-68.9% |
| Participant deferral / active EE | $2,120 | $4,270-50.4% | $3,712-42.9% | $5,287-59.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |