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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 | $62,560 | $88,583-29.4% | $88,497-29.3% | $273,972-77.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.4%-15.7pp | 83.0%-16.3pp |
| Annual return | 9.34% | 5.68%+3.7pp | 7.63%+1.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,121 | $4,502-75.1% | $4,036-72.2% | $4,869-77.0% |
| Participant deferral / active EE | $2,297 | $4,891-53.0% | $4,899-53.1% | $5,287-56.6% |
| Admin fee / account holder | $28 | $8,980-99.7% | $6,220-99.6% | $10,133-99.7% |