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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 | $96,991 | $107,809-10.0% | $97,0320% | $155,188-37.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 22.60% | 38.06%-15.5pp | 35.38%-12.8pp | 148.84%-126.2pp |
| Employer contribution / active EE | $848 | $2,911-70.9% | $2,629-67.7% | $4,248-80.0% |
| Participant deferral / active EE | $2,120 | $5,129-58.7% | $4,672-54.6% | $6,531-67.5% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |