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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 | $63,845-38.9% | $81,370-52.1% | $80,959-51.8% |
| Participation rate | 19.2% | 63.9%-44.6pp | 69.5%-50.3pp | 67.7%-48.4pp |
| Annual return | 11.09% | 16.37%-5.3pp | 24.85%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,078 | $1,980-45.6% | $2,464-56.3% | $2,757-60.9% |
| Participant deferral / active EE | $1,351 | $3,093-56.3% | $3,885-65.2% | $4,300-68.6% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |