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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 | $93,800 | $153,769-39.0% | $133,975-30.0% | $273,972-65.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 12.97% | 36.51%-23.5pp | 29.29%-16.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $2,192 | $6,029-63.6% | $5,211-57.9% | $4,869-55.0% |
| Participant deferral / active EE | $3,425 | $6,958-50.8% | $6,282-45.5% | $5,287-35.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |