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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 | $65,336 | $99,345-34.2% | $84,753-22.9% | $273,972-76.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 8.63% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,553 | $4,214-63.1% | $3,574-56.5% | $4,869-68.1% |
| Participant deferral / active EE | $4,774 | $4,270+11.8% | $3,712+28.6% | $5,287-9.7% |
| Admin fee / account holder | $89 | $6,645-98.7% | $5,333-98.3% | $10,133-99.1% |