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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 | $15,443 | $90,486-82.9% | $78,676-80.4% | $273,972-94.4% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 23.37% | 75.62%-52.3pp | 62.19%-38.8pp | 41.46%-18.1pp |
| Employer contribution / active EE | $759 | $3,175-76.1% | $2,850-73.4% | $4,869-84.4% |
| Participant deferral / active EE | $3,771 | $3,901-3.3% | $3,517+7.2% | $5,287-28.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |