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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 | $59,025 | $93,064-36.6% | $74,577-20.9% | $273,972-78.5% |
| Participation rate | 55.6% | 74.9%-19.4pp | 68.1%-12.6pp | 83.0%-27.5pp |
| Annual return | 6.38% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,504 | $3,160-52.4% | $2,525-40.4% | $4,869-69.1% |
| Participant deferral / active EE | $5,043 | $4,160+21.2% | $3,458+45.8% | $5,287-4.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |