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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 | $47,672 | $99,345-52.0% | $84,753-43.8% | $273,972-82.6% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 8.88% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,743 | $4,270+11.1% | $3,712+27.8% | $5,287-10.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |