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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 | $44,513 | $49,255-9.6% | $70,494-36.9% | $79,856-44.3% |
| Participation rate | 8.0% | 69.2%-61.2pp | 75.1%-67.1pp | 69.6%-61.6pp |
| Annual return | 15.42% | 30.10%-14.7pp | 109.16%-93.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,700 | $2,100-19.1% | $2,738-37.9% | $2,471-31.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |