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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 | $21,846 | $56,894-61.6% | $84,753-74.2% | $62,881-65.3% |
| Participation rate | 41.3% | 68.5%-27.2pp | 76.6%-35.3pp | 69.3%-28.0pp |
| Annual return | 8.06% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,604 | $2,400+8.5% | $3,574-27.2% | $2,281+14.1% |
| Participant deferral / active EE | $1,158 | $2,709-57.3% | $3,712-68.8% | $3,203-63.9% |
| Admin fee / account holder | $291 | $3,581-91.9% | $5,333-94.5% | $4,296-93.2% |