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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 | $57,418 | $135,956-57.8% | $123,894-53.7% | $273,972-79.0% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 7.19% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,443 | $5,170-72.1% | $4,617-68.7% | $4,869-70.4% |
| Participant deferral / active EE | $4,183 | $6,343-34.0% | $5,984-30.1% | $5,287-20.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |