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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 | $52,049 | $37,156+40.1% | $83,854-37.9% | $86,983-40.2% |
| Participation rate | 42.5% | 49.1%-6.6pp | 59.1%-16.6pp | 69.5%-27.0pp |
| Annual return | 16.05% | 29.88%-13.8pp | 31.39%-15.3pp | 25.83%-9.8pp |
| Employer contribution / active EE | $456 | $661-31.0% | $1,017-55.1% | $2,584-82.3% |
| Participant deferral / active EE | $2,189 | $1,418+54.4% | $2,035+7.6% | $4,194-47.8% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |