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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 | $38,177 | $76,551-50.1% | $123,894-69.2% | $62,881-39.3% |
| Participation rate | 43.3% | 73.0%-29.6pp | 81.4%-38.1pp | 69.3%-26.0pp |
| Annual return | 6.04% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $764 | $2,882-73.5% | $4,617-83.5% | $2,281-66.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |