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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 | $35,415 | $93,064-61.9% | $74,577-52.5% | $273,972-87.1% |
| Participation rate | 65.2% | 74.9%-9.7pp | 68.1%-2.9pp | 83.0%-17.8pp |
| Annual return | 8.07% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,703 | $3,160-46.1% | $2,525-32.6% | $4,869-65.0% |
| Participant deferral / active EE | $3,464 | $4,160-16.7% | $3,458+0.2% | $5,287-34.5% |
| Admin fee / account holder | $169 | $5,273-96.8% | $4,138-95.9% | $10,133-98.3% |