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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 | $37,010 | $84,518-56.2% | $67,704-45.3% | $125,388-70.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | 5.49% | 2.57%+2.9pp | 25.41%-19.9pp | 282.24%-276.7pp |
| Employer contribution / active EE | $2,058 | $3,292-37.5% | $2,559-19.6% | $4,866-57.7% |
| Participant deferral / active EE | $6,079 | $4,430+37.2% | $3,585+69.5% | $5,352+13.6% |
| Admin fee / account holder | $290 | $5,340-94.6% | $4,255-93.2% | $9,541-97.0% |