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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 | $46,073 | $153,311-69.9% | $109,313-57.9% | $273,972-83.2% |
| Participation rate | 58.3% | 80.1%-21.8pp | 71.3%-12.9pp | 83.0%-24.7pp |
| Annual return | 10.23% | 29.86%-19.6pp | 22.07%-11.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,569 | $5,619-72.1% | $3,892-59.7% | $4,869-67.8% |
| Participant deferral / active EE | $5,585 | $3,932+42.0% | $3,166+76.4% | $5,287+5.6% |
| Admin fee / account holder | $248 | $8,076-96.9% | $5,666-95.6% | $10,133-97.6% |