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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 | $34,008 | $181,896-81.3% | $156,551-78.3% | $273,972-87.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,730 | $6,248-40.3% | $5,501-32.2% | $4,869-23.4% |
| Participant deferral / active EE | $7,036 | $5,550+26.8% | $4,871+44.5% | $5,287+33.1% |
| Admin fee / account holder | $300 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |