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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 | $76,834-36.9% | $108,359-55.2% | $87,485-44.5% |
| Participation rate | 37.9% | 61.7%-23.8pp | 70.1%-32.2pp | 68.9%-31.0pp |
| Annual return | 18.43% | 19.09%-0.7pp | 36.89%-18.5pp | 26.06%-7.6pp |
| Employer contribution / active EE | $793 | $1,556-49.0% | $2,399-66.9% | $2,596-69.4% |
| Participant deferral / active EE | $2,764 | $3,100-10.8% | $4,137-33.2% | $4,274-35.3% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |