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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 | $74,701 | $90,486-17.4% | $78,676-5.1% | $273,972-72.7% |
| Participation rate | 17.4% | 76.5%-59.1pp | 73.6%-56.2pp | 83.0%-65.6pp |
| Annual return | 8.32% | 75.62%-67.3pp | 62.19%-53.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $539 | $3,175-83.0% | $2,850-81.1% | $4,869-88.9% |
| Participant deferral / active EE | $1,370 | $3,901-64.9% | $3,517-61.0% | $5,287-74.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |