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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 | $77,926 | $112,729-30.9% | $98,716-21.1% | $137,256-43.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 13.77% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $907 | $2,725-66.7% | $2,279-60.2% | $4,156-78.2% |
| Participant deferral / active EE | $3,823 | $4,640-17.6% | $4,048-5.6% | $6,407-40.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |