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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 | $46,994 | $86,949-46.0% | $102,460-54.1% | $80,959-42.0% |
| Participation rate | 40.2% | 72.4%-32.1pp | 76.5%-36.3pp | 67.7%-27.4pp |
| Annual return | 18.91% | 18.89%0pp | 29.47%-10.6pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,051 | $2,370-13.4% | $3,025-32.2% | $2,757-25.6% |
| Participant deferral / active EE | $3,560 | $4,121-13.6% | $5,056-29.6% | $4,300-17.2% |
| Admin fee / account holder | $206 | $8,048-97.4% | $9,460-97.8% | $6,925-97.0% |