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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 | $29,215 | $71,230-59.0% | $93,727-68.8% | $80,959-63.9% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 15.96% | 11.26%+4.7pp | 133.83%-117.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $987 | $1,565-36.9% | $2,421-59.2% | $2,757-64.2% |
| Participant deferral / active EE | $3,348 | $4,037-17.1% | $4,417-24.2% | $4,300-22.1% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |