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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 | $30,744 | $135,956-77.4% | $123,894-75.2% | $273,972-88.8% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 10.68% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,910 | $5,170-63.0% | $4,617-58.6% | $4,869-60.8% |
| Participant deferral / active EE | $3,082 | $6,343-51.4% | $5,984-48.5% | $5,287-41.7% |
| Admin fee / account holder | $87 | $9,817-99.1% | $8,357-99.0% | $10,133-99.1% |