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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 | $56,540 | $58,828-3.9% | $78,002-27.5% | $62,881-10.1% |
| Participation rate | 37.5% | 71.1%-33.6pp | 75.5%-38.0pp | 69.3%-31.8pp |
| Annual return | 7.85% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,389 | $2,686-48.3% | $3,497-60.3% | $3,203-56.6% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |