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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 | $40,469 | $81,233-50.2% | $155,567-74.0% | $80,874-50.0% |
| Participation rate | 64.2% | 66.2%-2.1pp | 78.2%-14.0pp | 67.6%-3.5pp |
| Annual return | 14.60% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,955 | $3,101-37.0% | $4,674-58.2% | $2,756-29.1% |
| Participant deferral / active EE | $2,879 | $3,452-16.6% | $5,628-48.8% | $4,297-33.0% |
| Admin fee / account holder | $191 | $7,998-97.6% | $15,916-98.8% | $6,935-97.2% |