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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 | $50,280 | $60,349-16.7% | $74,184-32.2% | $62,881-20.0% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 4.78% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,363 | $2,856+17.7% | $3,550-5.3% | $3,203+5.0% |
| Admin fee / account holder | $158 | $4,261-96.3% | $5,586-97.2% | $4,296-96.3% |