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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 | $52,388 | $135,956-61.5% | $123,894-57.7% | $273,972-80.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 11.28% | 56.63%-45.4pp | 47.52%-36.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,872 | $5,170-63.8% | $4,617-59.5% | $4,869-61.6% |
| Participant deferral / active EE | $3,840 | $6,343-39.5% | $5,984-35.8% | $5,287-27.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |