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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 | $69,696 | $100,262-30.5% | $81,370-14.3% | $145,897-52.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.30% | 34.52%-25.2pp | 24.85%-15.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,169 | $2,979-60.8% | $2,464-52.6% | $4,663-74.9% |
| Participant deferral / active EE | $4,251 | $4,612-7.8% | $3,885+9.4% | $6,689-36.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |