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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 | $21,884 | $65,712-66.7% | $57,196-61.7% | $273,972-92.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 10.17% | 22.01%-11.8pp | 14.59%-4.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,700 | $3,280-48.2% | $2,683-36.6% | $4,869-65.1% |
| Participant deferral / active EE | $2,280 | $3,782-39.7% | $3,096-26.4% | $5,287-56.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |