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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 | $71,326 | $93,064-23.4% | $74,577-4.4% | $273,972-74.0% |
| Participation rate | 18.2% | 74.9%-56.8pp | 68.1%-49.9pp | 83.0%-64.8pp |
| Annual return | 9.01% | 26.18%-17.2pp | 20.47%-11.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $446 | $3,160-85.9% | $2,525-82.3% | $4,869-90.8% |
| Participant deferral / active EE | $2,660 | $4,160-36.1% | $3,458-23.1% | $5,287-49.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |