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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 | $103,903 | $109,620-5.2% | $148,496-30.0% | $94,015+10.5% |
| Participation rate | 36.1% | 71.3%-35.1pp | 76.0%-39.9pp | 70.8%-34.7pp |
| Annual return | 13.26% | 17.54%-4.3pp | 12.33%+0.9pp | 17.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,631 | $3,831-31.3% | $4,808-45.3% | $4,249-38.1% |
| Admin fee / account holder | $0 | $10,050-100.0% | $19,547-100.0% | $8,951-100.0% |