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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 | $39,836 | $52,678-24.4% | $75,784-47.4% | $59,633-33.2% |
| Participation rate | 60.9% | 67.2%-6.4pp | 75.8%-15.0pp | 68.7%-7.8pp |
| Annual return | 4.48% | 2.95%+1.5pp | 9.68%-5.2pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $1,514 | $2,193-31.0% | $3,323-54.5% | $2,203-31.3% |
| Participant deferral / active EE | $3,237 | $2,591+25.0% | $3,652-11.3% | $3,192+1.4% |
| Admin fee / account holder | $99 | $3,610-97.2% | $5,300-98.1% | $4,297-97.7% |