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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 | $65,643 | $93,064-29.5% | $74,577-12.0% | $273,972-76.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 5.44% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $806 | $3,160-74.5% | $2,525-68.1% | $4,869-83.4% |
| Participant deferral / active EE | $3,535 | $4,160-15.0% | $3,458+2.2% | $5,287-33.2% |
| Admin fee / account holder | $63 | $5,273-98.8% | $4,138-98.5% | $10,133-99.4% |