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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 | $46,830 | $90,509-48.3% | $78,693-40.5% | $273,968-82.9% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 6.71% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $388 | $3,175-87.8% | $2,850-86.4% | $4,869-92.0% |
| Participant deferral / active EE | $3,544 | $3,901-9.2% | $3,517+0.8% | $5,287-33.0% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |