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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 | $95,177 | $181,896-47.7% | $156,551-39.2% | $273,972-65.3% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,790 | $6,248-71.4% | $5,501-67.5% | $4,869-63.2% |
| Participant deferral / active EE | $2,807 | $5,550-49.4% | $4,871-42.4% | $5,287-46.9% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |