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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 | $38,482 | $96,956-60.3% | $69,779-44.9% | $273,972-86.0% |
| Participation rate | 57.1% | 77.1%-19.9pp | 71.8%-14.7pp | 83.0%-25.9pp |
| Annual return | 10.84% | 12.93%-2.1pp | 12.99%-2.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,329 | $3,316-59.9% | $2,338-43.2% | $4,869-72.7% |
| Participant deferral / active EE | $6,033 | $3,744+61.1% | $2,931+105.8% | $5,287+14.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |