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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 | $22,642 | $48,300-53.1% | $40,145,923-99.9% | $62,881-64.0% |
| Participation rate | 66.7% | 62.0%+4.6pp | 68.4%-1.7pp | 69.3%-2.6pp |
| Annual return | 7.59% | 6.95%+0.6pp | 5.24%+2.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $436 | $1,333-67.3% | $1,844-76.3% | $2,281-80.9% |
| Participant deferral / active EE | $1,249 | $2,388-47.7% | $2,591-51.8% | $3,203-61.0% |
| Admin fee / account holder | $129 | $2,919-95.6% | $2,903-95.6% | $4,296-97.0% |