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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 | $26,129 | $96,558-72.9% | $80,977-67.7% | $273,972-90.5% |
| Participation rate | 61.5% | 79.1%-17.5pp | 75.8%-14.3pp | 83.0%-21.5pp |
| Annual return | 12.89% | 15.14%-2.3pp | 17.11%-4.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $2,814 | $4,869-42.2% | $3,715-24.3% | $4,869-42.2% |
| Participant deferral / active EE | $4,903 | $6,598-25.7% | $5,696-13.9% | $5,287-7.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |