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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 | $83,322 | $114,712-27.4% | $173,730-52.0% | $87,485-4.8% |
| Participation rate | 34.2% | 73.0%-38.8pp | 79.6%-45.4pp | 68.9%-34.7pp |
| Annual return | 15.05% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,281 | $2,904-21.4% | $4,577-50.2% | $2,596-12.1% |
| Participant deferral / active EE | $3,612 | $4,642-22.2% | $6,326-42.9% | $4,274-15.5% |
| Admin fee / account holder | $47 | $10,210-99.5% | $17,523-99.7% | $7,775-99.4% |