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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 | $81,358-50.3% | $155,556-74.0% | $80,959-50.0% |
| Participation rate | 64.2% | 66.3%-2.1pp | 78.2%-14.1pp | 67.7%-3.5pp |
| Annual return | 14.60% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,955 | $3,106-37.1% | $4,675-58.2% | $2,757-29.1% |
| Participant deferral / active EE | $2,879 | $3,455-16.7% | $5,631-48.9% | $4,300-33.1% |
| Admin fee / account holder | $191 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |