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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 | $33,577 | $68,878-51.3% | $120,574-72.2% | $80,935-58.5% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 13.72% | 23.67%-9.9pp | 107.42%-93.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $587 | $2,065-71.6% | $3,471-83.1% | $2,757-78.7% |
| Participant deferral / active EE | $3,037 | $3,189-4.8% | $4,996-39.2% | $4,299-29.4% |
| Admin fee / account holder | $1 | $5,782-100.0% | $9,445-100.0% | $6,924-100.0% |