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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 | $88,515 | $88,707-0.2% | $74,184+19.3% | $273,972-67.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.90% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,680 | $3,159-46.8% | $2,370-29.1% | $4,869-65.5% |
| Participant deferral / active EE | $6,775 | $4,212+60.9% | $3,550+90.9% | $5,287+28.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |