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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 | $44,495 | $50,082-11.2% | $93,515-52.4% | $79,856-44.3% |
| Participation rate | 28.6% | 60.9%-32.4pp | 66.8%-38.2pp | 69.6%-41.1pp |
| Annual return | 14.59% | 24.59%-10.0pp | 78.21%-63.6pp | 31.71%-17.1pp |
| Employer contribution / active EE | $490 | $1,303-62.4% | $2,077-76.4% | $2,471-80.2% |
| Participant deferral / active EE | $903 | $2,212-59.2% | $3,129-71.2% | $3,741-75.9% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,235-100.0% | $5,306-100.0% |