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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 | $77,893 | $118,496-34.3% | $98,461-20.9% | $139,466-44.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 17.93% | 18.96%-1.0pp | 21.17%-3.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,582 | $3,611-56.2% | $3,049-48.1% | $4,754-66.7% |
| Participant deferral / active EE | $5,613 | $5,393+4.1% | $4,738+18.4% | $6,712-16.4% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |