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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 | $41,786 | $185,312-77.5% | $161,489-74.1% | $154,746-73.0% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 14.15% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,190 | $4,769-75.0% | $4,268-72.1% | $4,379-72.8% |
| Participant deferral / active EE | $4,489 | $6,350-29.3% | $5,630-20.3% | $6,730-33.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |