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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 | $19,478 | $56,894-65.8% | $84,753-77.0% | $62,881-69.0% |
| Participation rate | 64.0% | 68.5%-4.5pp | 76.6%-12.6pp | 69.3%-5.3pp |
| Annual return | 11.42% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,179 | $2,400-9.2% | $3,574-39.0% | $2,281-4.5% |
| Participant deferral / active EE | $4,570 | $2,709+68.7% | $3,712+23.1% | $3,203+42.7% |
| Admin fee / account holder | $131 | $3,581-96.3% | $5,333-97.5% | $4,296-96.9% |