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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 | $32,159 | $110,379-70.9% | $102,412-68.6% | $145,884-78.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.10% | 24.84%-7.7pp | 24.94%-7.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,066 | $4,216-51.0% | $3,870-46.6% | $4,662-55.7% |
| Participant deferral / active EE | $6,526 | $5,622+16.1% | $5,060+29.0% | $6,690-2.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |