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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 | $51,343 | $43,344+18.5% | $59,899-14.3% | $64,173-20.0% |
| Participation rate | 48.9% | 69.2%-20.3pp | 74.7%-25.8pp | 69.6%-20.7pp |
| Annual return | 11.87% | -1.55%+13.4pp | 3.46%+8.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,068 | $2,547+20.4% | $3,402-9.8% | $3,470-11.6% |
| Admin fee / account holder | $54 | $3,008-98.2% | $3,592-98.5% | $4,887-98.9% |