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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 | $78,949 | $135,956-41.9% | $123,894-36.3% | $273,972-71.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.81% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,640 | $5,170-29.6% | $4,617-21.2% | $4,869-25.2% |
| Participant deferral / active EE | $7,000 | $6,343+10.4% | $5,984+17.0% | $5,287+32.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |