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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 | $60,382 | $103,949-41.9% | $69,182-12.7% | $273,972-78.0% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | 1.63% | 35.28%-33.6pp | -21.93%+23.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $299 | $1,783-83.3% | $1,206-75.2% | $4,869-93.9% |
| Participant deferral / active EE | $3,000 | $2,716+10.4% | $1,897+58.1% | $5,287-43.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |