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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 | $16,464 | $43,075-61.8% | $74,577-77.9% | $62,881-73.8% |
| Participation rate | 45.5% | 58.1%-12.6pp | 68.1%-22.7pp | 69.3%-23.9pp |
| Annual return | 11.72% | 17.50%-5.8pp | 20.47%-8.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,246 | $1,498-16.8% | $2,525-50.7% | $2,281-45.4% |
| Participant deferral / active EE | $2,064 | $2,389-13.6% | $3,458-40.3% | $3,203-35.5% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |