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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 | $93,584 | $110,410-15.2% | $102,437-8.6% | $145,897-35.9% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 12.87% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,771 | $4,217-58.0% | $3,871-54.2% | $4,663-62.0% |
| Participant deferral / active EE | $5,551 | $5,622-1.3% | $5,060+9.7% | $6,689-17.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |