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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 | $65,159 | $215,361-69.7% | $171,082-61.9% | $273,972-76.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 6.98% | 25.14%-18.2pp | 32.56%-25.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $867 | $4,967-82.6% | $4,002-78.3% | $4,869-82.2% |
| Participant deferral / active EE | $1,733 | $5,543-68.7% | $4,797-63.9% | $5,287-67.2% |
| Admin fee / account holder | $281 | $10,846-97.4% | $8,520-96.7% | $10,133-97.2% |