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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 | $30,338 | $153,311-80.2% | $109,313-72.2% | $273,972-88.9% |
| Participation rate | 35.7% | 80.1%-44.4pp | 71.3%-35.6pp | 83.0%-47.3pp |
| Annual return | 6.87% | 29.86%-23.0pp | 22.07%-15.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,355 | $5,619-75.9% | $3,892-65.2% | $4,869-72.2% |
| Participant deferral / active EE | $1,906 | $3,932-51.5% | $3,166-39.8% | $5,287-63.9% |
| Admin fee / account holder | $248 | $8,076-96.9% | $5,666-95.6% | $10,133-97.6% |