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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 | $28,635 | $99,345-71.2% | $84,753-66.2% | $273,970-89.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $743 | $4,214-82.4% | $3,574-79.2% | $4,869-84.7% |
| Participant deferral / active EE | $1,847 | $4,270-56.7% | $3,712-50.2% | $5,287-65.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |