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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 | $37,723 | $105,623-64.3% | $87,502-56.9% | $273,972-86.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 5.53% | 12.26%-6.7pp | 12.21%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,719 | $3,141-45.3% | $2,550-32.6% | $4,869-64.7% |
| Participant deferral / active EE | $1,782 | $3,601-50.5% | $3,149-43.4% | $5,287-66.3% |
| Admin fee / account holder | $168 | $4,781-96.5% | $4,221-96.0% | $10,133-98.3% |