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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 | $63,800 | $81,504-21.7% | $102,437-37.7% | $80,959-21.2% |
| Participation rate | 65.5% | 66.9%-1.3pp | 74.5%-9.0pp | 67.7%-2.2pp |
| Annual return | 12.40% | 25.60%-13.2pp | 24.95%-12.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,070 | $3,871-46.5% | $5,060-59.1% | $4,300-51.9% |
| Admin fee / account holder | $5 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |