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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 | $75,668 | $136,860-44.7% | $120,344-37.1% | $154,746-51.1% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 15.16% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,934 | $3,533-45.3% | $3,020-36.0% | $4,379-55.8% |
| Participant deferral / active EE | $3,770 | $5,793-34.9% | $5,135-26.6% | $6,730-44.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |