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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 | $67,007 | $158,852-57.8% | $121,220-44.7% | $135,379-50.5% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.8%-14.6pp | 82.6%-25.5pp |
| Annual return | 2.48% | -0.64%+3.1pp | 16.94%-14.5pp | 519.79%-517.3pp |
| Employer contribution / active EE | $10,713 | $5,666+89.1% | $4,023+166.3% | $4,779+124.2% |
| Participant deferral / active EE | $3,500 | $4,006-12.6% | $3,345+4.6% | $5,609-37.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |