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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 | $69,463 | $110,212-37.0% | $96,534-28.0% | $139,466-50.2% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 15.64% | 26.42%-10.8pp | 25.88%-10.2pp | 373.66%-358.0pp |
| Employer contribution / active EE | $994 | $3,620-72.6% | $2,965-66.5% | $4,754-79.1% |
| Participant deferral / active EE | $7,331 | $5,547+32.1% | $4,851+51.1% | $6,712+9.2% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |