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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 | $72,139 | $99,345-27.4% | $84,753-14.9% | $273,972-73.7% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,191 | $4,214-71.7% | $3,574-66.7% | $4,869-75.5% |
| Participant deferral / active EE | $1,579 | $4,270-63.0% | $3,712-57.5% | $5,287-70.1% |
| Admin fee / account holder | $27 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |