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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 | $156,616-60.4% | $133,346-53.5% | $198,609-68.8% |
| Participation rate | 45.8% | 77.7%-31.9pp | 72.8%-27.0pp | 82.4%-36.5pp |
| Annual return | 14.90% | 44.25%-29.4pp | 36.85%-22.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,304 | $3,368-61.3% | $2,853-54.3% | $5,055-74.2% |
| Participant deferral / active EE | $3,113 | $4,920-36.7% | $4,332-28.1% | $6,977-55.4% |
| Admin fee / account holder | $5 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |