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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 | $64,399 | $99,345-35.2% | $84,753-24.0% | $273,972-76.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 12.61% | 22.93%-10.3pp | 22.78%-10.2pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,034 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $2,397 | $4,270-43.9% | $3,712-35.4% | $5,287-54.7% |
| Admin fee / account holder | $38 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |