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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 | $97,474 | $153,311-36.4% | $109,313-10.8% | $273,972-64.4% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 2.36% | 29.86%-27.5pp | 22.07%-19.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,730 | $3,932-5.1% | $3,166+17.8% | $5,287-29.5% |
| Admin fee / account holder | $125 | $8,076-98.5% | $5,666-97.8% | $10,133-98.8% |