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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 | $36,942 | $65,034-43.2% | $90,970-59.4% | $79,856-53.7% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 17.49% | 30.45%-13.0pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $961 | $1,247-23.0% | $2,122-54.7% | $2,471-61.1% |
| Participant deferral / active EE | $3,159 | $2,512+25.7% | $3,373-6.4% | $3,741-15.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |