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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 | $53,057 | $181,896-70.8% | $156,551-66.1% | $273,972-80.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 16.41% | 30.74%-14.3pp | 32.23%-15.8pp | 41.46%-25.0pp |
| Employer contribution / active EE | $6,978 | $6,248+11.7% | $5,501+26.8% | $4,869+43.3% |
| Participant deferral / active EE | $13,994 | $5,550+152.1% | $4,871+187.3% | $5,287+164.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |