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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 | $35,786 | $99,345-64.0% | $84,753-57.8% | $273,972-86.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 20.83% | 22.93%-2.1pp | 22.78%-2.0pp | 41.46%-20.6pp |
| Employer contribution / active EE | $8,595 | $4,214+104.0% | $3,574+140.5% | $4,869+76.5% |
| Participant deferral / active EE | $5,462 | $4,270+27.9% | $3,712+47.1% | $5,287+3.3% |
| Admin fee / account holder | $183 | $6,645-97.3% | $5,333-96.6% | $10,133-98.2% |