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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 | $36,313 | $135,956-73.3% | $123,894-70.7% | $273,970-86.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,451 | $5,170-52.6% | $4,617-46.9% | $4,869-49.7% |
| Participant deferral / active EE | $4,990 | $6,343-21.3% | $5,984-16.6% | $5,287-5.6% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,132-97.6% |