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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 | $64,851 | $88,707-26.9% | $74,184-12.6% | $273,972-76.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 8.90% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,333 | $3,159-26.1% | $2,370-1.6% | $4,869-52.1% |
| Participant deferral / active EE | $6,000 | $4,212+42.5% | $3,550+69.0% | $5,287+13.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |