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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 | $135,037 | $78,013+73.1% | $178,449-24.3% | $80,911+66.9% |
| Participation rate | 43.8% | 65.7%-21.9pp | 77.1%-33.3pp | 67.6%-23.9pp |
| Annual return | 17.42% | 18.07%-0.6pp | 27.09%-9.7pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,185 | $2,287-48.2% | $3,951-70.0% | $2,756-57.0% |
| Participant deferral / active EE | $2,955 | $4,408-32.9% | $6,277-52.9% | $4,297-31.2% |
| Admin fee / account holder | $2 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |