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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 | $37,958 | $215,361-82.4% | $171,082-77.8% | $273,972-86.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 6.28% | 25.14%-18.9pp | 32.56%-26.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,002+24.9% | $4,869+2.7% |
| Participant deferral / active EE | $4,700 | $5,543-15.2% | $4,797-2.0% | $5,287-11.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |