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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 | $32,421 | $135,956-76.2% | $123,894-73.8% | $273,972-88.2% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,074 | $5,170-59.9% | $4,617-55.1% | $4,869-57.4% |
| Participant deferral / active EE | $4,273 | $6,343-32.6% | $5,984-28.6% | $5,287-19.2% |
| Admin fee / account holder | $67 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |