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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 | $96,650 | $135,956-28.9% | $123,894-22.0% | $273,972-64.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.26% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,034 | $5,170-80.0% | $4,617-77.6% | $4,869-78.8% |
| Participant deferral / active EE | $4,836 | $6,343-23.8% | $5,984-19.2% | $5,287-8.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |