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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 | $18,999 | $99,345-80.9% | $84,753-77.6% | $273,972-93.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 18.08% | 22.93%-4.8pp | 22.78%-4.7pp | 41.46%-23.4pp |
| Employer contribution / active EE | $2,818 | $4,214-33.1% | $3,574-21.2% | $4,869-42.1% |
| Participant deferral / active EE | $5,536 | $4,270+29.7% | $3,712+49.1% | $5,287+4.7% |
| Admin fee / account holder | $205 | $6,645-96.9% | $5,333-96.1% | $10,133-98.0% |