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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 | $24,507 | $90,486-72.9% | $78,676-68.9% | $273,972-91.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 6.70% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $478 | $3,175-85.0% | $2,850-83.2% | $4,869-90.2% |
| Participant deferral / active EE | $544 | $3,901-86.1% | $3,517-84.5% | $5,287-89.7% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,133-99.1% |