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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 | $41,215 | $153,311-73.1% | $109,313-62.3% | $273,972-85.0% |
| Participation rate | 42.9% | 80.1%-37.2pp | 71.3%-28.4pp | 83.0%-40.2pp |
| Annual return | 7.12% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,163 | $5,619-79.3% | $3,892-70.1% | $4,869-76.1% |
| Participant deferral / active EE | $1,614 | $3,932-58.9% | $3,166-49.0% | $5,287-69.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |