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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 | $66,426 | $161,352-58.8% | $134,172-50.5% | $137,256-51.6% |
| Participation rate | 36.4% | 78.3%-41.9pp | 72.5%-36.1pp | 80.0%-43.6pp |
| Annual return | 15.04% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $871 | $4,099-78.8% | $3,420-74.5% | $4,156-79.1% |
| Participant deferral / active EE | $1,541 | $5,552-72.2% | $4,690-67.1% | $6,407-75.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |