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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 | $61,140 | $96,558-36.7% | $80,977-24.5% | $273,972-77.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 8.14% | 15.14%-7.0pp | 17.11%-9.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,824 | $4,869-21.5% | $3,715+2.9% | $4,869-21.5% |
| Participant deferral / active EE | $8,207 | $6,598+24.4% | $5,696+44.1% | $5,287+55.2% |
| Admin fee / account holder | $20 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |