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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 | $48,134 | $93,064-48.3% | $74,577-35.5% | $273,972-82.4% |
| Participation rate | 13.0% | 74.9%-61.9pp | 68.1%-55.1pp | 83.0%-70.0pp |
| Annual return | 3.95% | 26.18%-22.2pp | 20.47%-16.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $150 | $3,160-95.3% | $2,525-94.1% | $4,869-96.9% |
| Participant deferral / active EE | $1,616 | $4,160-61.2% | $3,458-53.3% | $5,287-69.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |