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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 | $35,998 | $67,602-46.8% | $82,312-56.3% | $70,126-48.7% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.9%-46.9pp | 69.5%-39.5pp |
| Annual return | 21.23% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $685 | $1,755-61.0% | $2,428-71.8% | $2,343-70.8% |
| Participant deferral / active EE | $1,548 | $2,987-48.2% | $3,706-58.2% | $3,332-53.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |