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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 | $70,960 | $123,155-42.4% | $108,753-34.8% | $155,188-54.3% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 18.32% | 44.73%-26.4pp | 37.47%-19.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,345 | $2,811-16.6% | $2,427-3.4% | $4,248-44.8% |
| Participant deferral / active EE | $3,000 | $4,623-35.1% | $4,115-27.1% | $6,531-54.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |