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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 | $34,327 | $103,949-67.0% | $69,182-50.4% | $273,970-87.5% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 7.82% | 35.28%-27.5pp | -21.93%+29.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $722 | $1,783-59.5% | $1,206-40.2% | $4,869-85.2% |
| Participant deferral / active EE | $3,120 | $2,716+14.8% | $1,897+64.5% | $5,287-41.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |