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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 | $27,728 | $153,311-81.9% | $109,313-74.6% | $273,972-89.9% |
| Participation rate | 55.6% | 80.1%-24.5pp | 71.3%-15.7pp | 83.0%-27.5pp |
| Annual return | 6.67% | 29.86%-23.2pp | 22.07%-15.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $620 | $5,619-89.0% | $3,892-84.1% | $4,869-87.3% |
| Participant deferral / active EE | $432 | $3,932-89.0% | $3,166-86.4% | $5,287-91.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |