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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 | $61,062 | $88,707-31.2% | $74,184-17.7% | $273,972-77.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 7.14% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $640 | $3,159-79.7% | $2,370-73.0% | $4,869-86.9% |
| Participant deferral / active EE | $7,200 | $4,212+71.0% | $3,550+102.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |