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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 | $39,161 | $56,894-31.2% | $84,753-53.8% | $62,881-37.7% |
| Participation rate | 32.0% | 68.5%-36.5pp | 76.6%-44.6pp | 69.3%-37.3pp |
| Annual return | 9.99% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,074 | $2,400-55.2% | $3,574-69.9% | $2,281-52.9% |
| Participant deferral / active EE | $3,067 | $2,709+13.2% | $3,712-17.4% | $3,203-4.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |