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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 | $50,353 | $135,956-63.0% | $123,894-59.4% | $273,972-81.6% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 8.39% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,398 | $5,170-53.6% | $4,617-48.1% | $4,869-50.7% |
| Participant deferral / active EE | $2,720 | $6,343-57.1% | $5,984-54.6% | $5,287-48.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |