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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 | $40,558 | $215,361-81.2% | $171,082-76.3% | $273,972-85.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 19.04% | 25.14%-6.1pp | 32.56%-13.5pp | 41.46%-22.4pp |
| Employer contribution / active EE | $640 | $4,967-87.1% | $4,002-84.0% | $4,869-86.9% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |