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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 | $22,999 | $96,558-76.2% | $80,977-71.6% | $273,972-91.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 3.36% | 15.14%-11.8pp | 17.11%-13.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,423 | $4,869-70.8% | $3,715-61.7% | $4,869-70.8% |
| Participant deferral / active EE | $1,996 | $6,598-69.7% | $5,696-65.0% | $5,287-62.2% |
| Admin fee / account holder | $174 | $7,493-97.7% | $5,517-96.8% | $10,133-98.3% |