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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 | $38,120 | $60,349-36.8% | $74,184-48.6% | $62,881-39.4% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 8.02% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $970 | $1,680-42.3% | $2,370-59.1% | $2,281-57.5% |
| Participant deferral / active EE | $2,376 | $2,856-16.8% | $3,550-33.1% | $3,203-25.8% |
| Admin fee / account holder | $115 | $4,261-97.3% | $5,586-97.9% | $4,296-97.3% |