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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 | $69,205 | $103,949-33.4% | $69,1820% | $273,972-74.7% |
| Participation rate | 35.7% | 67.4%-31.6pp | 55.1%-19.4pp | 83.0%-47.3pp |
| Annual return | 7.35% | 35.28%-27.9pp | -21.93%+29.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $897 | $1,783-49.7% | $1,206-25.6% | $4,869-81.6% |
| Participant deferral / active EE | $4,007 | $2,716+47.5% | $1,897+111.2% | $5,287-24.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |