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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 | $42,851 | $93,346-54.1% | $71,796-40.3% | $273,972-84.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 6.75% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,872 | $2,733+5.1% | $1,924+49.2% | $4,869-41.0% |
| Participant deferral / active EE | $3,923 | $3,475+12.9% | $2,794+40.4% | $5,287-25.8% |
| Admin fee / account holder | $112 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |