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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 | $53,455 | $76,551-30.2% | $123,894-56.9% | $62,881-15.0% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 11.42% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $802 | $2,882-72.2% | $4,617-82.6% | $2,281-64.8% |
| Participant deferral / active EE | $4,850 | $4,840+0.2% | $5,984-18.9% | $3,203+51.4% |
| Admin fee / account holder | -$1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |