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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 | $24,590 | $93,064-73.6% | $74,577-67.0% | $273,972-91.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 5.54% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,426 | $3,160-23.2% | $2,525-3.9% | $4,869-50.2% |
| Participant deferral / active EE | $3,029 | $4,160-27.2% | $3,458-12.4% | $5,287-42.7% |
| Admin fee / account holder | $236 | $5,273-95.5% | $4,138-94.3% | $10,133-97.7% |