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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 | $80,850 | $106,749-24.3% | $145,433-44.4% | $82,448-1.9% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,110 | $3,444-38.7% | $4,554-53.7% | $2,551-17.3% |
| Participant deferral / active EE | $3,773 | $6,519-42.1% | $7,897-52.2% | $4,139-8.8% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |