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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 | $75,944 | $211,946-64.2% | $169,452-55.2% | $135,379-43.9% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | 1.72% | 3.26%-1.5pp | 1.83%-0.1pp | 519.79%-518.1pp |
| Employer contribution / active EE | $4,695 | $5,117-8.3% | $4,157+12.9% | $4,779-1.8% |
| Participant deferral / active EE | $11,182 | $6,075+84.0% | $5,277+111.9% | $5,609+99.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |