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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 | $45,031 | $136,307-67.0% | $106,619-57.8% | $273,972-83.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 78.0%-15.5pp | 83.0%-20.5pp |
| Annual return | 8.64% | 11.05%-2.4pp | 9.42%-0.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,216 | $5,190-38.0% | $3,947-18.5% | $4,869-34.0% |
| Participant deferral / active EE | $5,085 | $4,969+2.3% | $3,930+29.4% | $5,287-3.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |