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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 | $81,276-50.2% | $155,574-74.0% | $80,925-50.0% |
| Participation rate | 64.2% | 66.2%-2.1pp | 78.2%-14.1pp | 67.7%-3.5pp |
| Annual return | 14.60% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,955 | $3,103-37.0% | $4,676-58.2% | $2,756-29.1% |
| Participant deferral / active EE | $2,879 | $3,453-16.6% | $5,629-48.9% | $4,299-33.0% |
| Admin fee / account holder | $191 | $7,993-97.6% | $15,914-98.8% | $6,940-97.2% |