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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 | $61,324 | $153,769-60.1% | $133,975-54.2% | $273,972-77.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 20.62% | 36.51%-15.9pp | 29.29%-8.7pp | 41.46%-20.8pp |
| Employer contribution / active EE | $1,600 | $6,029-73.5% | $5,211-69.3% | $4,869-67.1% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,282+27.4% | $5,287+51.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |