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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 | $72,822 | $76,407-4.7% | $150,298-51.5% | $82,448-11.7% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 15.63% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,460 | $2,614-44.1% | $4,154-64.8% | $2,551-42.8% |
| Participant deferral / active EE | $3,340 | $3,214+3.9% | $5,453-38.7% | $4,139-19.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |