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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 | $29,702 | $135,956-78.2% | $123,894-76.0% | $273,972-89.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 11.04% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,308 | $5,170-74.7% | $4,617-71.7% | $4,869-73.1% |
| Participant deferral / active EE | $7,015 | $6,343+10.6% | $5,984+17.2% | $5,287+32.7% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |