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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 | $76,754 | $87,546-12.3% | $75,784+1.3% | $125,389-38.8% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | 17.28% | 13.49%+3.8pp | 9.68%+7.6pp | 282.24%-265.0pp |
| Employer contribution / active EE | $1,288 | $3,930-67.2% | $3,323-61.3% | $4,866-73.5% |
| Participant deferral / active EE | $5,150 | $4,230+21.8% | $3,652+41.0% | $5,352-3.8% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |