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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 | $50,920 | $105,623-51.8% | $87,502-41.8% | $273,972-81.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 2.36% | 12.26%-9.9pp | 12.21%-9.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $967 | $3,141-69.2% | $2,550-62.1% | $4,869-80.1% |
| Participant deferral / active EE | $3,377 | $3,601-6.2% | $3,149+7.3% | $5,287-36.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |