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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 | $82,848 | $107,666-23.1% | $102,184-18.9% | $154,746-46.5% |
| Participation rate | 52.4% | 83.7%-31.3pp | 82.6%-30.2pp | 80.7%-28.3pp |
| Annual return | 16.24% | 29.33%-13.1pp | 31.58%-15.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,800 | $8,719-67.9% | $8,309-66.3% | $6,730-58.4% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |