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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 | $57,140-45.9% | $85,240-63.8% | $80,959-61.8% |
| Participation rate | 48.0% | 56.4%-8.4pp | 67.5%-19.5pp | 67.7%-19.7pp |
| Annual return | 18.55% | 21.71%-3.2pp | 66.75%-48.2pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,359 | $1,802-24.6% | $2,735-50.3% | $2,757-50.7% |
| Participant deferral / active EE | $3,076 | $3,115-1.2% | $4,527-32.0% | $4,300-28.5% |
| Admin fee / account holder | $2 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |