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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 | $34,996 | $56,894-38.5% | $84,753-58.7% | $62,881-44.3% |
| Participation rate | 29.0% | 68.5%-39.5pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 9.13% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.0pp |
| Employer contribution / active EE | $717 | $2,400-70.1% | $3,574-79.9% | $2,281-68.5% |
| Participant deferral / active EE | $3,642 | $2,709+34.4% | $3,712-1.9% | $3,203+13.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |