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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 | $38,036 | $75,541-49.6% | $152,093-75.0% | $82,637-54.0% |
| Participation rate | 63.0% | 66.5%-3.6pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 20.34% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $2,783 | $2,622+6.1% | $4,175-33.3% | $2,552+9.1% |
| Participant deferral / active EE | $4,286 | $3,206+33.7% | $5,451-21.4% | $4,126+3.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |