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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 | $27,876 | $76,551-63.6% | $123,894-77.5% | $62,881-55.7% |
| Participation rate | 66.3% | 73.0%-6.7pp | 81.4%-15.2pp | 69.3%-3.1pp |
| Annual return | 10.22% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,653 | $2,882-42.7% | $4,617-64.2% | $2,281-27.5% |
| Participant deferral / active EE | $2,795 | $4,840-42.2% | $5,984-53.3% | $3,203-12.7% |
| Admin fee / account holder | $265 | $4,826-94.5% | $8,357-96.8% | $4,296-93.8% |