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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 | $68,413 | $69,977-2.2% | $108,582-37.0% | $62,881+8.8% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 10.96% | 10.73%+0.2pp | -51.70%+62.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,224 | $2,135-42.6% | $3,758-67.4% | $2,281-46.3% |
| Participant deferral / active EE | $2,825 | $3,165-10.7% | $4,311-34.5% | $3,203-11.8% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |