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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 | $20,841 | $93,064-77.6% | $74,577-72.1% | $273,970-92.4% |
| Participation rate | 38.9% | 74.9%-36.1pp | 68.1%-29.2pp | 83.0%-44.1pp |
| Annual return | 7.38% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $867 | $3,160-72.6% | $2,525-65.7% | $4,869-82.2% |
| Participant deferral / active EE | $2,453 | $4,160-41.0% | $3,458-29.1% | $5,287-53.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,132-100.0% |