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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 | $53,684 | $199,109-73.0% | $173,730-69.1% | $154,746-65.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 14.90% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,618 | $5,311-69.5% | $4,577-64.7% | $4,379-63.1% |
| Participant deferral / active EE | $4,662 | $7,113-34.5% | $6,326-26.3% | $6,730-30.7% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |