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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 | $23,747 | $96,558-75.4% | $80,977-70.7% | $273,972-91.3% |
| Participation rate | 61.5% | 79.1%-17.5pp | 75.8%-14.3pp | 83.0%-21.5pp |
| Annual return | 4.85% | 15.14%-10.3pp | 17.11%-12.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $942 | $4,869-80.6% | $3,715-74.6% | $4,869-80.6% |
| Participant deferral / active EE | $2,741 | $6,598-58.5% | $5,696-51.9% | $5,287-48.2% |
| Admin fee / account holder | $59 | $7,493-99.2% | $5,517-98.9% | $10,133-99.4% |