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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 | $87,843 | $99,345-11.6% | $84,753+3.6% | $273,972-67.9% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 8.88% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,945 | $4,214-30.1% | $3,574-17.6% | $4,869-39.5% |
| Participant deferral / active EE | $3,078 | $4,270-27.9% | $3,712-17.1% | $5,287-41.8% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |