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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 | $77,344 | $135,956-43.1% | $123,894-37.6% | $273,972-71.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 18.61% | 56.63%-38.0pp | 47.52%-28.9pp | 41.46%-22.8pp |
| Employer contribution / active EE | $1,760 | $5,170-65.9% | $4,617-61.9% | $4,869-63.8% |
| Participant deferral / active EE | $9,600 | $6,343+51.4% | $5,984+60.4% | $5,287+81.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |