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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 | $35,352 | $73,978-52.2% | $96,515-63.4% | $75,173-53.0% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-11.0pp |
| Annual return | 27.34% | 26.72%+0.6pp | 35.73%-8.4pp | 160.72%-133.4pp |
| Employer contribution / active EE | $1,713 | $2,931-41.6% | $3,740-54.2% | $2,671-35.9% |
| Participant deferral / active EE | $2,310 | $3,660-36.9% | $4,880-52.7% | $4,126-44.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |