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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 | $16,272 | $99,345-83.6% | $84,753-80.8% | $273,972-94.1% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 9.51% | 22.93%-13.4pp | 22.78%-13.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,991 | $4,214-52.7% | $3,574-44.3% | $4,869-59.1% |
| Participant deferral / active EE | $6,252 | $4,270+46.4% | $3,712+68.4% | $5,287+18.2% |
| Admin fee / account holder | $63 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |