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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 | $72,799 | $93,346-22.0% | $71,796+1.4% | $273,972-73.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 5.30% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,319 | $2,733-51.7% | $1,924-31.4% | $4,869-72.9% |
| Participant deferral / active EE | $8,974 | $3,475+158.2% | $2,794+221.1% | $5,287+69.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |