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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 | $45,315 | $117,829-61.5% | $102,423-55.8% | $145,877-68.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 12.08% | 31.83%-19.8pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $878 | $3,615-75.7% | $3,023-70.9% | $4,663-81.2% |
| Participant deferral / active EE | $4,438 | $5,732-22.6% | $5,054-12.2% | $6,691-33.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |