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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 | $52,437 | $96,956-45.9% | $69,779-24.9% | $273,972-80.9% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.8%-31.8pp | 83.0%-43.0pp |
| Annual return | 1.70% | 12.93%-11.2pp | 12.99%-11.3pp | 41.46%-39.8pp |
| Employer contribution / active EE | $816 | $3,316-75.4% | $2,338-65.1% | $4,869-83.2% |
| Participant deferral / active EE | $9,600 | $3,744+156.4% | $2,931+227.6% | $5,287+81.6% |
| Admin fee / account holder | $264 | $7,934-96.7% | $4,381-94.0% | $10,133-97.4% |