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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 | $46,353 | $47,848-3.1% | $81,473-43.1% | $70,126-33.9% |
| Participation rate | 48.1% | 58.3%-10.1pp | 68.0%-19.8pp | 69.5%-21.4pp |
| Annual return | 27.48% | 27.25%+0.2pp | 38.78%-11.3pp | 73.15%-45.7pp |
| Employer contribution / active EE | $1,422 | $1,527-6.9% | $2,568-44.6% | $2,343-39.3% |
| Participant deferral / active EE | $3,258 | $2,453+32.8% | $3,537-7.9% | $3,332-2.2% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |