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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 | $18,847 | $99,345-81.0% | $84,753-77.8% | $273,970-93.1% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 4.63% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,492 | $4,214-64.6% | $3,574-58.3% | $4,869-69.4% |
| Participant deferral / active EE | $4,691 | $4,270+9.9% | $3,712+26.4% | $5,287-11.3% |
| Admin fee / account holder | $200 | $6,645-97.0% | $5,333-96.3% | $10,132-98.0% |