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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 | $84,223 | $111,814-24.7% | $103,378-18.5% | $145,978-42.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 9.10% | 24.80%-15.7pp | 24.91%-15.8pp | 550.52%-541.4pp |
| Employer contribution / active EE | $8,000 | $4,215+89.8% | $3,870+106.7% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $110 | $9,764-98.9% | $8,401-98.7% | $13,400-99.2% |