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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 | $64,628 | $110,240-41.4% | $96,544-33.1% | $139,487-53.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 14.32% | 26.41%-12.1pp | 25.88%-11.6pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,823 | $3,622-49.7% | $2,966-38.6% | $4,755-61.7% |
| Participant deferral / active EE | $4,336 | $5,549-21.9% | $4,851-10.6% | $6,713-35.4% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |