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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 | $28,177 | $93,064-69.7% | $74,577-62.2% | $273,972-89.7% |
| Participation rate | 35.0% | 74.9%-39.9pp | 68.1%-33.1pp | 83.0%-48.0pp |
| Annual return | 6.86% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $346 | $3,160-89.1% | $2,525-86.3% | $4,869-92.9% |
| Participant deferral / active EE | $1,331 | $4,160-68.0% | $3,458-61.5% | $5,287-74.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |