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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 | $65,653 | $122,962-46.6% | $71,585-8.3% | $138,895-52.7% |
| Participation rate | 40.0% | 68.9%-28.9pp | 68.2%-28.2pp | 79.9%-39.9pp |
| Annual return | 17.64% | 37.84%-20.2pp | 59.26%-41.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,523 | $2,620-41.9% | $1,669-8.7% | $4,194-63.7% |
| Participant deferral / active EE | $4,781 | $4,311+10.9% | $2,923+63.5% | $6,396-25.3% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |