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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 | $21,102 | $90,486-76.7% | $78,676-73.2% | $273,972-92.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.24% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,996 | $3,175-37.1% | $2,850-30.0% | $4,869-59.0% |
| Participant deferral / active EE | $2,004 | $3,901-48.6% | $3,517-43.0% | $5,287-62.1% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |