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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 | $54,511 | $71,873-24.2% | $86,698-37.1% | $68,490-20.4% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,255 | $2,173+3.8% | $2,837-20.5% | $2,597-13.2% |
| Participant deferral / active EE | $6,248 | $3,779+65.3% | $4,656+34.2% | $4,028+55.1% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |