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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 | $36,287 | $99,345-63.5% | $84,753-57.2% | $273,972-86.8% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,843 | $4,214-32.5% | $3,574-20.5% | $4,869-41.6% |
| Participant deferral / active EE | $7,200 | $4,270+68.6% | $3,712+94.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |