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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 | $19,436 | $105,623-81.6% | $87,502-77.8% | $273,972-92.9% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 9.16% | 12.26%-3.1pp | 12.21%-3.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $6,199 | $3,141+97.4% | $2,550+143.1% | $4,869+27.3% |
| Participant deferral / active EE | $3,333 | $3,601-7.4% | $3,149+5.9% | $5,287-37.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |