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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 | $75,055 | $211,946-64.6% | $169,452-55.7% | $135,380-44.6% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | 2.27% | 3.26%-1.0pp | 1.83%+0.4pp | 519.81%-517.5pp |
| Employer contribution / active EE | $933 | $5,117-81.8% | $4,157-77.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,167 | $6,075-80.8% | $5,277-77.9% | $5,609-79.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |