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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 | $40,452 | $60,349-33.0% | $74,184-45.5% | $62,881-35.7% |
| Participation rate | 63.2% | 72.7%-9.6pp | 76.6%-13.5pp | 69.3%-6.1pp |
| Annual return | 7.40% | 21.38%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,005 | $1,680-40.2% | $2,370-57.6% | $2,281-55.9% |
| Participant deferral / active EE | $2,305 | $2,856-19.3% | $3,550-35.1% | $3,203-28.0% |
| Admin fee / account holder | $285 | $4,261-93.3% | $5,586-94.9% | $4,296-93.4% |