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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 | $84,224 | $90,486-6.9% | $78,676+7.1% | $273,972-69.3% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 3.87% | 75.62%-71.8pp | 62.19%-58.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $304 | $3,175-90.4% | $2,850-89.3% | $4,869-93.8% |
| Participant deferral / active EE | $613 | $3,901-84.3% | $3,517-82.6% | $5,287-88.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |