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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 | $80,574 | $93,346-13.7% | $71,796+12.2% | $273,972-70.6% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 3.44% | 130.39%-127.0pp | 78.04%-74.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $766 | $2,733-72.0% | $1,924-60.2% | $4,869-84.3% |
| Participant deferral / active EE | $1,140 | $3,475-67.2% | $2,794-59.2% | $5,287-78.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |