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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 | $62,053 | $124,980-50.3% | $108,359-42.7% | $154,746-59.9% |
| Participation rate | 45.8% | 75.2%-29.3pp | 70.1%-24.3pp | 80.7%-34.9pp |
| Annual return | 14.90% | 45.00%-30.1pp | 36.89%-22.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,304 | $2,851-54.2% | $2,399-45.6% | $4,379-70.2% |
| Participant deferral / active EE | $3,113 | $4,743-34.4% | $4,137-24.8% | $6,730-53.7% |
| Admin fee / account holder | $5 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |