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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 | $69,410 | $90,486-23.3% | $78,676-11.8% | $273,972-74.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.16% | 75.62%-70.5pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,471 | $3,175+9.3% | $2,850+21.8% | $4,869-28.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |