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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 | $52,630 | $99,345-47.0% | $84,753-37.9% | $273,972-80.8% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 6.73% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,660 | $4,214-60.6% | $3,574-53.6% | $4,869-65.9% |
| Participant deferral / active EE | $5,660 | $4,270+32.6% | $3,712+52.5% | $5,287+7.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |