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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 | $43,039 | $181,896-76.3% | $156,551-72.5% | $273,972-84.3% |
| Participation rate | 58.8% | 88.4%-29.6pp | 84.0%-25.2pp | 83.0%-24.2pp |
| Annual return | 9.65% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,520 | $6,248-59.7% | $5,501-54.2% | $4,869-48.2% |
| Participant deferral / active EE | $5,173 | $5,550-6.8% | $4,871+6.2% | $5,287-2.2% |
| Admin fee / account holder | $199 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |