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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 | $23,914 | $90,484-73.6% | $78,675-69.6% | $273,970-91.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.15% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,291 | $3,175+3.7% | $2,850+15.5% | $4,869-32.4% |
| Participant deferral / active EE | $4,458 | $3,901+14.3% | $3,517+26.8% | $5,287-15.7% |
| Admin fee / account holder | $241 | $5,263-95.4% | $4,510-94.7% | $10,132-97.6% |