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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 | $90,752 | $215,361-57.9% | $171,082-47.0% | $273,972-66.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 7.88% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,191 | $4,967-15.6% | $4,002+4.7% | $4,869-13.9% |
| Participant deferral / active EE | $5,691 | $5,543+2.7% | $4,797+18.6% | $5,287+7.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |