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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 | $48,285 | $99,345-51.4% | $84,753-43.0% | $273,972-82.4% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 4.83% | 22.93%-18.1pp | 22.78%-18.0pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,834 | $4,214+38.4% | $3,574+63.2% | $4,869+19.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $275 | $6,645-95.9% | $5,333-94.9% | $10,133-97.3% |