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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 | $30,898 | $57,061-45.9% | $85,063-63.7% | $80,911-61.8% |
| Participation rate | 48.0% | 56.3%-8.3pp | 67.5%-19.5pp | 67.6%-19.6pp |
| Annual return | 18.55% | 21.66%-3.1pp | 66.54%-48.0pp | 35.63%-17.1pp |
| Employer contribution / active EE | $1,359 | $1,799-24.4% | $2,727-50.2% | $2,756-50.7% |
| Participant deferral / active EE | $3,076 | $3,110-1.1% | $4,523-32.0% | $4,297-28.4% |
| Admin fee / account holder | $2 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |