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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 | $59,338 | $135,956-56.4% | $123,894-52.1% | $273,972-78.3% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 16.09% | 56.63%-40.5pp | 47.52%-31.4pp | 41.46%-25.4pp |
| Employer contribution / active EE | $2,942 | $5,170-43.1% | $4,617-36.3% | $4,869-39.6% |
| Participant deferral / active EE | $10,583 | $6,343+66.9% | $5,984+76.9% | $5,287+100.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |