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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 | $23,237 | $99,345-76.6% | $84,753-72.6% | $273,972-91.5% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.52% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,917 | $4,214-30.8% | $3,574-18.4% | $4,869-40.1% |
| Participant deferral / active EE | $7,672 | $4,270+79.7% | $3,712+106.7% | $5,287+45.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |