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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 | $59,922 | $93,064-35.6% | $74,577-19.7% | $273,972-78.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 9.19% | 26.18%-17.0pp | 20.47%-11.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,492 | $3,160+10.5% | $2,525+38.3% | $4,869-28.3% |
| Participant deferral / active EE | $8,819 | $4,160+112.0% | $3,458+155.0% | $5,287+66.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |