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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 | $153,327 | $181,896-15.7% | $156,551-2.1% | $273,972-44.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 3.42% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $17,630 | $6,248+182.2% | $5,501+220.5% | $4,869+262.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |