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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 | $51,590 | $96,558-46.6% | $80,977-36.3% | $273,972-81.2% |
| Participation rate | 28.6% | 79.1%-50.5pp | 75.8%-47.2pp | 83.0%-54.4pp |
| Annual return | 6.19% | 15.14%-9.0pp | 17.11%-10.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,197 | $4,869-34.3% | $3,715-13.9% | $4,869-34.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |