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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 | $65,182 | $132,310-50.7% | $105,754-38.4% | $273,972-76.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 78.9%-16.4pp | 83.0%-20.5pp |
| Annual return | 8.69% | 10.08%-1.4pp | 12.25%-3.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,212 | $4,867-34.0% | $4,079-21.2% | $4,869-34.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8 | $12,036-99.9% | $8,309-99.9% | $10,133-99.9% |