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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 | $60,559 | $88,707-31.7% | $74,184-18.4% | $273,972-77.9% |
| Participation rate | 52.4% | 79.4%-27.1pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 9.21% | 11.94%-2.7pp | 17.74%-8.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $991 | $3,159-68.6% | $2,370-58.2% | $4,869-79.6% |
| Participant deferral / active EE | $3,166 | $4,212-24.8% | $3,550-10.8% | $5,287-40.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |