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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 | $58,783 | $47,848+22.9% | $81,473-27.8% | $70,124-16.2% |
| Participation rate | 21.4% | 58.3%-36.8pp | 68.0%-46.5pp | 69.5%-48.1pp |
| Annual return | 17.96% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $375 | $1,527-75.4% | $2,568-85.4% | $2,342-84.0% |
| Participant deferral / active EE | $825 | $2,453-66.4% | $3,537-76.7% | $3,332-75.2% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |