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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 | $32,182 | $215,361-85.1% | $171,082-81.2% | $273,972-88.3% |
| Participation rate | 41.7% | 82.0%-40.4pp | 76.7%-35.0pp | 83.0%-41.3pp |
| Annual return | 4.92% | 25.14%-20.2pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,353 | $4,967-52.6% | $4,002-41.2% | $4,869-51.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |