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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 | $71,197-59.0% | $93,669-68.8% | $80,925-63.9% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 15.96% | 11.27%+4.7pp | 133.59%-117.6pp | 35.65%-19.7pp |
| Employer contribution / active EE | $987 | $1,565-36.9% | $2,424-59.3% | $2,756-64.2% |
| Participant deferral / active EE | $3,348 | $4,036-17.0% | $4,416-24.2% | $4,299-22.1% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |