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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 | $116,332 | $135,956-14.4% | $123,894-6.1% | $273,972-57.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,250 | $5,170-56.5% | $4,617-51.3% | $4,869-53.8% |
| Participant deferral / active EE | $2,250 | $6,343-64.5% | $5,984-62.4% | $5,287-57.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |