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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 | $36,098 | $181,896-80.2% | $156,551-76.9% | $273,972-86.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 11.28% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,396 | $6,248-77.7% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $4,005 | $5,550-27.8% | $4,871-17.8% | $5,287-24.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |