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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 | $29,137 | $135,956-78.6% | $123,894-76.5% | $273,972-89.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,358 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $2,198 | $6,343-65.4% | $5,984-63.3% | $5,287-58.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |