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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 | $32,360 | $181,896-82.2% | $156,551-79.3% | $273,972-88.2% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 11.91% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,528 | $6,248-75.5% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $3,675 | $5,550-33.8% | $4,871-24.6% | $5,287-30.5% |
| Admin fee / account holder | $63 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |