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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 | $37,126 | $135,956-72.7% | $123,894-70.0% | $273,972-86.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.54% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,167 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $3,947 | $6,343-37.8% | $5,984-34.0% | $5,287-25.3% |
| Admin fee / account holder | $243 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |