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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 | $65,246 | $67,602-3.5% | $82,312-20.7% | $70,126-7.0% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.2pp |
| Annual return | 19.24% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,413 | $2,987+14.3% | $3,706-7.9% | $3,332+2.4% |
| Admin fee / account holder | $240 | $4,512-94.7% | $5,608-95.7% | $4,645-94.8% |