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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 | $62,278 | $135,956-54.2% | $123,894-49.7% | $273,972-77.3% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,881 | $5,170-63.6% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $2,351 | $6,343-62.9% | $5,984-60.7% | $5,287-55.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |