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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 | $40,209 | $199,109-79.8% | $173,730-76.9% | $154,746-74.0% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.6%-18.0pp | 80.7%-19.2pp |
| Annual return | 15.29% | 20.02%-4.7pp | 19.96%-4.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,715 | $5,311-67.7% | $4,577-62.5% | $4,379-60.8% |
| Participant deferral / active EE | $4,593 | $7,113-35.4% | $6,326-27.4% | $6,730-31.8% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |