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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 | $65,583 | $99,345-34.0% | $84,753-22.6% | $273,972-76.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.45% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $16,667 | $4,214+295.5% | $3,574+366.3% | $4,869+242.3% |
| Participant deferral / active EE | $14,000 | $4,270+227.9% | $3,712+277.2% | $5,287+164.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |