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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 | $35,840 | $135,956-73.6% | $123,894-71.1% | $273,972-86.9% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 6.51% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,509 | $5,170-70.8% | $4,617-67.3% | $4,869-69.0% |
| Participant deferral / active EE | $2,926 | $6,343-53.9% | $5,984-51.1% | $5,287-44.7% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |