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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 | $39,009 | $64,517-39.5% | $81,438-52.1% | $80,874-51.8% |
| Participation rate | 19.2% | 63.9%-44.7pp | 69.5%-50.3pp | 67.6%-48.4pp |
| Annual return | 11.09% | 16.35%-5.3pp | 24.74%-13.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,078 | $1,982-45.6% | $2,460-56.2% | $2,756-60.9% |
| Participant deferral / active EE | $1,351 | $3,096-56.4% | $3,883-65.2% | $4,297-68.6% |
| Admin fee / account holder | $0 | $5,677-100.0% | $5,764-100.0% | $6,935-100.0% |