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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 | $51,995 | $90,486-42.5% | $78,676-33.9% | $273,972-81.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 7.95% | 75.62%-67.7pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,170 | $3,175-63.2% | $2,850-59.0% | $4,869-76.0% |
| Participant deferral / active EE | $1,962 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $73 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |