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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 | $34,913 | $81,233-57.0% | $155,567-77.6% | $80,874-56.8% |
| Participation rate | 22.9% | 66.2%-43.3pp | 78.2%-55.3pp | 67.6%-44.7pp |
| Annual return | 14.60% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $542 | $3,101-82.5% | $4,674-88.4% | $2,756-80.3% |
| Participant deferral / active EE | $1,727 | $3,452-50.0% | $5,628-69.3% | $4,297-59.8% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |