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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 | $64,917 | $96,956-33.0% | $69,779-7.0% | $273,972-76.3% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.8%-11.8pp | 83.0%-23.0pp |
| Annual return | 7.94% | 12.93%-5.0pp | 12.99%-5.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,125 | $3,316-35.9% | $2,338-9.1% | $4,869-56.4% |
| Participant deferral / active EE | $2,656 | $3,744-29.1% | $2,931-9.4% | $5,287-49.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |