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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 | $47,323 | $135,956-65.2% | $123,894-61.8% | $273,972-82.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.24% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,279 | $5,170-55.9% | $4,617-50.6% | $4,869-53.2% |
| Participant deferral / active EE | $4,833 | $6,343-23.8% | $5,984-19.2% | $5,287-8.6% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |