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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 | $72,432 | $81,262-10.9% | $155,602-53.5% | $80,911-10.5% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 13.94% | 33.34%-19.4pp | 64.81%-50.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,760 | $3,102-11.0% | $4,675-41.0% | $2,756+0.2% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |