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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 | $43,587 | $136,307-68.0% | $106,619-59.1% | $273,972-84.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 9.64% | 11.05%-1.4pp | 9.42%+0.2pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,102 | $5,190-59.5% | $3,947-46.8% | $4,869-56.8% |
| Participant deferral / active EE | $2,505 | $4,969-49.6% | $3,930-36.3% | $5,287-52.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |