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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 | $23,507 | $99,345-76.3% | $84,753-72.3% | $273,972-91.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 6.64% | 22.93%-16.3pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,204 | $4,214-71.4% | $3,574-66.3% | $4,869-75.3% |
| Participant deferral / active EE | $2,014 | $4,270-52.8% | $3,712-45.7% | $5,287-61.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |