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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 | $41,728 | $93,064-55.2% | $74,577-44.0% | $273,972-84.8% |
| Participation rate | 46.7% | 74.9%-28.3pp | 68.1%-21.4pp | 83.0%-36.3pp |
| Annual return | 11.75% | 26.18%-14.4pp | 20.47%-8.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $757 | $3,160-76.1% | $2,525-70.0% | $4,869-84.5% |
| Participant deferral / active EE | $5,194 | $4,160+24.8% | $3,458+50.2% | $5,287-1.8% |
| Admin fee / account holder | $20 | $5,273-99.6% | $4,138-99.5% | $10,133-99.8% |