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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 | $156,319 | $215,361-27.4% | $171,082-8.6% | $273,972-42.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 1.74% | 25.14%-23.4pp | 32.56%-30.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $2,690 | $4,967-45.8% | $4,002-32.8% | $4,869-44.7% |
| Participant deferral / active EE | $6,000 | $5,543+8.2% | $4,797+25.1% | $5,287+13.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |