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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 | $18,428 | $90,486-79.6% | $78,676-76.6% | $273,972-93.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 2.79% | 75.62%-72.8pp | 62.19%-59.4pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,224 | $3,175-30.0% | $2,850-22.0% | $4,869-54.3% |
| Participant deferral / active EE | $2,661 | $3,901-31.8% | $3,517-24.3% | $5,287-49.7% |
| Admin fee / account holder | $132 | $5,263-97.5% | $4,510-97.1% | $10,133-98.7% |