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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 | $44,923 | $135,956-67.0% | $123,894-63.7% | $273,972-83.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.10% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,605 | $5,170-68.9% | $4,617-65.2% | $4,869-67.0% |
| Participant deferral / active EE | $8,706 | $6,343+37.3% | $5,984+45.5% | $5,287+64.7% |
| Admin fee / account holder | $198 | $9,817-98.0% | $8,357-97.6% | $10,133-98.1% |