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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 | $64,582 | $181,896-64.5% | $156,551-58.7% | $273,972-76.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 11.48% | 30.74%-19.3pp | 32.23%-20.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,903 | $6,248-53.5% | $5,501-47.2% | $4,869-40.4% |
| Participant deferral / active EE | $7,776 | $5,550+40.1% | $4,871+59.6% | $5,287+47.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |