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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 | $61,765 | $81,358-24.1% | $155,556-60.3% | $80,959-23.7% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 15.68% | 33.39%-17.7pp | 64.84%-49.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,085 | $3,106-32.9% | $4,675-55.4% | $2,757-24.4% |
| Participant deferral / active EE | $2,372 | $3,455-31.4% | $5,631-57.9% | $4,300-44.9% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |