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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 | $69,789 | $136,307-48.8% | $106,619-34.5% | $273,972-74.5% |
| Participation rate | 41.2% | 84.8%-43.6pp | 78.0%-36.8pp | 83.0%-41.8pp |
| Annual return | 7.33% | 11.05%-3.7pp | 9.42%-2.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,048 | $5,190-79.8% | $3,947-73.5% | $4,869-78.5% |
| Participant deferral / active EE | $2,324 | $4,969-53.2% | $3,930-40.9% | $5,287-56.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |