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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 | $69,134 | $135,956-49.1% | $123,894-44.2% | $273,972-74.8% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 10.22% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,888 | $5,170-44.1% | $4,617-37.4% | $4,869-40.7% |
| Participant deferral / active EE | $6,931 | $6,343+9.3% | $5,984+15.8% | $5,287+31.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |