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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 | $52,453 | $90,486-42.0% | $78,676-33.3% | $273,972-80.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 10.10% | 75.62%-65.5pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,702 | $3,175-46.4% | $2,850-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $5,541 | $3,901+42.0% | $3,517+57.6% | $5,287+4.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |