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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 | $48,517 | $73,787-34.2% | $98,716-50.9% | $82,448-41.2% |
| Participation rate | 37.9% | 61.4%-23.5pp | 69.3%-31.4pp | 68.1%-30.1pp |
| Annual return | 18.43% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $793 | $1,511-47.5% | $2,279-65.2% | $2,551-68.9% |
| Participant deferral / active EE | $2,764 | $3,081-10.3% | $4,048-31.7% | $4,139-33.2% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |