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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 | $32,824 | $181,896-82.0% | $156,551-79.0% | $273,972-88.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 12.18% | 30.74%-18.6pp | 32.23%-20.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,376 | $6,248-78.0% | $5,501-75.0% | $4,869-71.7% |
| Participant deferral / active EE | $6,090 | $5,550+9.7% | $4,871+25.0% | $5,287+15.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |