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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 | $105,984 | $215,361-50.8% | $171,082-38.1% | $273,972-61.3% |
| Participation rate | 52.6% | 82.0%-29.4pp | 76.7%-24.1pp | 83.0%-30.4pp |
| Annual return | 7.10% | 25.14%-18.0pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,307 | $4,967-73.7% | $4,002-67.3% | $4,869-73.1% |
| Participant deferral / active EE | $3,063 | $5,543-44.7% | $4,797-36.2% | $5,287-42.1% |
| Admin fee / account holder | $66 | $10,846-99.4% | $8,520-99.2% | $10,133-99.3% |