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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 | $66,428 | $101,795-34.7% | $165,100-59.8% | $80,959-17.9% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 14.63% | 16.73%-2.1pp | 70.21%-55.6pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,271 | $2,954-57.0% | $4,348-70.8% | $2,757-53.9% |
| Participant deferral / active EE | $3,862 | $4,476-13.7% | $6,035-36.0% | $4,300-10.2% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |