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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 | $64,378 | $124,980-48.5% | $108,359-40.6% | $154,746-58.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.89% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,077 | $2,851+78.1% | $2,399+111.6% | $4,379+15.9% |
| Participant deferral / active EE | $12,683 | $4,743+167.4% | $4,137+206.6% | $6,730+88.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |