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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 | $60,375 | $181,896-66.8% | $156,551-61.4% | $273,972-78.0% |
| Participation rate | 56.5% | 88.4%-31.9pp | 84.0%-27.5pp | 83.0%-26.5pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,943 | $6,248-52.9% | $5,501-46.5% | $4,869-39.6% |
| Participant deferral / active EE | $5,382 | $5,550-3.0% | $4,871+10.5% | $5,287+1.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |