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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 | $60,460 | $91,559-34.0% | $133,959-54.9% | $79,858-24.3% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 18.69% | 61.85%-43.2pp | 45.09%-26.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $2,141 | $2,384-10.2% | $3,919-45.4% | $2,471-13.3% |
| Participant deferral / active EE | $6,605 | $3,734+76.9% | $5,047+30.9% | $3,740+76.6% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,928-100.0% | $5,306-100.0% |