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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 | $56,846 | $135,956-58.2% | $123,894-54.1% | $273,972-79.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.99% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,000 | $5,170-61.3% | $4,617-56.7% | $4,869-58.9% |
| Participant deferral / active EE | $2,983 | $6,343-53.0% | $5,984-50.1% | $5,287-43.6% |
| Admin fee / account holder | $163 | $9,817-98.3% | $8,357-98.1% | $10,133-98.4% |