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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 | $64,261 | $55,713+15.3% | $75,894-15.3% | $72,983-12.0% |
| Participation rate | 44.9% | 61.1%-16.2pp | 69.3%-24.4pp | 69.5%-24.6pp |
| Annual return | 18.98% | 27.60%-8.6pp | 30.76%-11.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,315 | $1,687-22.0% | $2,501-47.4% | $2,440-46.1% |
| Participant deferral / active EE | $2,584 | $2,634-1.9% | $3,603-28.3% | $3,608-28.4% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |