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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 | $42,950 | $72,272-40.6% | $101,264-57.6% | $79,858-46.2% |
| Participation rate | 24.4% | 68.5%-44.1pp | 75.8%-51.4pp | 69.6%-45.2pp |
| Annual return | 21.36% | 22.30%-0.9pp | 46.48%-25.1pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,041 | $2,692-61.3% | $3,660-71.5% | $2,471-57.9% |
| Participant deferral / active EE | $1,589 | $3,282-51.6% | $4,370-63.6% | $3,740-57.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |