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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 | $31,850 | $99,345-67.9% | $84,753-62.4% | $273,972-88.4% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 7.11% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,189 | $4,214-48.0% | $3,574-38.7% | $4,869-55.0% |
| Participant deferral / active EE | $6,217 | $4,270+45.6% | $3,712+67.5% | $5,287+17.6% |
| Admin fee / account holder | $124 | $6,645-98.1% | $5,333-97.7% | $10,133-98.8% |