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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 | $55,198 | $86,949-36.5% | $102,460-46.1% | $80,959-31.8% |
| Participation rate | 43.6% | 72.4%-28.8pp | 76.5%-32.9pp | 67.7%-24.1pp |
| Annual return | 13.29% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,287 | $2,370-3.5% | $3,025-24.4% | $2,757-17.1% |
| Participant deferral / active EE | $4,581 | $4,121+11.1% | $5,056-9.4% | $4,300+6.5% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |