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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 | $33,896 | $99,345-65.9% | $84,753-60.0% | $273,972-87.6% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 8.72% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,248 | $4,214-70.4% | $3,574-65.1% | $4,869-74.4% |
| Participant deferral / active EE | $2,350 | $4,270-45.0% | $3,712-36.7% | $5,287-55.6% |
| Admin fee / account holder | $131 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |