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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 | $70,065 | $110,337-36.5% | $102,383-31.6% | $145,877-52.0% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 11.61% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,293 | $4,216-69.3% | $3,870-66.6% | $4,663-72.3% |
| Participant deferral / active EE | $7,586 | $5,621+35.0% | $5,060+49.9% | $6,691+13.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |