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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 | $36,603 | $79,557-54.0% | $118,746-69.2% | $70,126-47.8% |
| Participation rate | 65.9% | 71.4%-5.5pp | 78.3%-12.4pp | 69.5%-3.7pp |
| Annual return | 15.50% | 25.64%-10.1pp | 24.54%-9.0pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,053 | $2,861-28.2% | $4,193-51.0% | $2,343-12.4% |
| Participant deferral / active EE | $2,547 | $4,089-37.7% | $5,332-52.2% | $3,332-23.5% |
| Admin fee / account holder | $296 | $5,374-94.5% | $10,720-97.2% | $4,645-93.6% |