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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 | $78,643 | $99,345-20.8% | $84,753-7.2% | $273,972-71.3% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $990 | $4,214-76.5% | $3,574-72.3% | $4,869-79.7% |
| Participant deferral / active EE | $3,286 | $4,270-23.0% | $3,712-11.5% | $5,287-37.9% |
| Admin fee / account holder | $150 | $6,645-97.7% | $5,333-97.2% | $10,133-98.5% |