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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 | $41,347 | $54,541-24.2% | $78,778-47.5% | $70,126-41.0% |
| Participation rate | 26.9% | 60.8%-33.9pp | 69.2%-42.3pp | 69.5%-42.6pp |
| Annual return | 17.18% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $576 | $1,089-47.1% | $1,986-71.0% | $2,343-75.4% |
| Participant deferral / active EE | $2,133 | $2,210-3.5% | $2,958-27.9% | $3,332-36.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |