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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 | $42,240 | $99,345-57.5% | $84,753-50.2% | $273,972-84.6% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 8.71% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,886 | $4,214-55.2% | $3,574-47.2% | $4,869-61.3% |
| Participant deferral / active EE | $4,979 | $4,270+16.6% | $3,712+34.1% | $5,287-5.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |