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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 | $82,793 | $88,707-6.7% | $74,184+11.6% | $273,972-69.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.53% | 11.94%-0.4pp | 17.74%-6.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $11,184 | $3,159+254.0% | $2,370+371.9% | $4,869+129.7% |
| Participant deferral / active EE | $12,000 | $4,212+184.9% | $3,550+238.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |