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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 | $44,943 | $56,894-21.0% | $84,753-47.0% | $62,881-28.5% |
| Participation rate | 29.5% | 68.5%-39.0pp | 76.6%-47.0pp | 69.3%-39.8pp |
| Annual return | 8.06% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $865 | $2,400-64.0% | $3,574-75.8% | $2,281-62.1% |
| Participant deferral / active EE | $3,563 | $2,709+31.5% | $3,712-4.0% | $3,203+11.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |