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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 | $40,406 | $99,345-59.3% | $84,753-52.3% | $273,972-85.3% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 3.14% | 22.93%-19.8pp | 22.78%-19.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $876 | $4,214-79.2% | $3,574-75.5% | $4,869-82.0% |
| Participant deferral / active EE | $5,368 | $4,270+25.7% | $3,712+44.6% | $5,287+1.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |