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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 | $46,684 | $71,353-34.6% | $92,805-49.7% | $86,983-46.3% |
| Participation rate | 56.0% | 80.9%-24.9pp | 83.5%-27.5pp | 69.5%-13.5pp |
| Annual return | 21.08% | 44.68%-23.6pp | 31.59%-10.5pp | 25.83%-4.8pp |
| Employer contribution / active EE | $1,700 | $2,468-31.1% | $3,424-50.3% | $2,584-34.2% |
| Participant deferral / active EE | $3,216 | $6,966-53.8% | $8,448-61.9% | $4,194-23.3% |
| Admin fee / account holder | $0 | $6,099-100.0% | $10,911-100.0% | $7,856-100.0% |