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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 | $66,915 | $135,956-50.8% | $123,894-46.0% | $273,972-75.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 10.49% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,088 | $5,170-59.6% | $4,617-54.8% | $4,869-57.1% |
| Participant deferral / active EE | $7,979 | $6,343+25.8% | $5,984+33.3% | $5,287+50.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |