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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 | $100,961 | $132,310-23.7% | $105,754-4.5% | $273,972-63.1% |
| Participation rate | 68.8% | 83.2%-14.4pp | 78.9%-10.2pp | 83.0%-14.3pp |
| Annual return | 7.63% | 10.08%-2.4pp | 12.25%-4.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,676 | $4,867-45.0% | $4,079-34.4% | $4,869-45.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |