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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 | $47,397 | $90,486-47.6% | $78,676-39.8% | $273,972-82.7% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 9.69% | 75.62%-65.9pp | 62.19%-52.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,010 | $3,175-68.2% | $2,850-64.6% | $4,869-79.3% |
| Participant deferral / active EE | $2,524 | $3,901-35.3% | $3,517-28.2% | $5,287-52.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |