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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 | $72,523 | $135,956-46.7% | $123,894-41.5% | $273,972-73.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.72% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,794 | $5,170-65.3% | $4,617-61.1% | $4,869-63.1% |
| Participant deferral / active EE | $2,103 | $6,343-66.8% | $5,984-64.9% | $5,287-60.2% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,133-97.5% |