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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 | $53,158 | $52,279+1.7% | $89,435-40.6% | $79,856-33.4% |
| Participation rate | 32.0% | 57.5%-25.5pp | 68.0%-36.0pp | 69.6%-37.6pp |
| Annual return | 17.15% | 22.16%-5.0pp | 245.55%-228.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,044 | $1,572-33.5% | $2,587-59.6% | $2,471-57.7% |
| Participant deferral / active EE | $2,082 | $2,740-24.0% | $3,890-46.5% | $3,741-44.3% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |