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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 | $64,895 | $153,311-57.7% | $109,313-40.6% | $273,972-76.3% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 4.88% | 29.86%-25.0pp | 22.07%-17.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,608 | $5,619-71.4% | $3,892-58.7% | $4,869-67.0% |
| Participant deferral / active EE | $4,817 | $3,932+22.5% | $3,166+52.1% | $5,287-8.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |