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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 | $43,361 | $181,896-76.2% | $156,551-72.3% | $273,972-84.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 8.39% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,052 | $6,248+12.9% | $5,501+28.2% | $4,869+44.8% |
| Participant deferral / active EE | $2,797 | $5,550-49.6% | $4,871-42.6% | $5,287-47.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |