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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 | $43,073 | $103,164-58.2% | $90,259-52.3% | $154,746-72.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 18.85% | 19.25%-0.4pp | 18.88%0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,710 | $2,532-32.5% | $2,291-25.4% | $4,379-61.0% |
| Participant deferral / active EE | $4,103 | $4,422-7.2% | $3,827+7.2% | $6,730-39.0% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |