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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 | $28,162 | $99,345-71.7% | $84,753-66.8% | $273,972-89.7% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 6.45% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,081 | $4,214-74.4% | $3,574-69.8% | $4,869-77.8% |
| Participant deferral / active EE | $1,912 | $4,270-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $231 | $6,645-96.5% | $5,333-95.7% | $10,133-97.7% |