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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 | $43,772 | $78,015-43.9% | $178,505-75.5% | $80,959-45.9% |
| Participation rate | 54.5% | 65.7%-11.1pp | 77.1%-22.6pp | 67.7%-13.1pp |
| Annual return | 16.82% | 18.10%-1.3pp | 27.16%-10.3pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,880 | $4,406+33.5% | $6,280-6.4% | $4,300+36.7% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |