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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 | $45,384 | $58,493-22.4% | $84,023-46.0% | $72,976-37.8% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.0%-21.0pp | 69.5%-21.5pp |
| Annual return | 19.70% | 28.93%-9.2pp | 71.32%-51.6pp | 81.02%-61.3pp |
| Employer contribution / active EE | $700 | $1,163-39.8% | $1,984-64.7% | $2,440-71.3% |
| Participant deferral / active EE | $1,087 | $2,394-54.6% | $3,239-66.4% | $3,608-69.9% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |