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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 | $40,054 | $90,509-55.7% | $78,693-49.1% | $273,968-85.4% |
| Participation rate | 15.4% | 76.5%-61.1pp | 73.6%-58.2pp | 83.0%-67.6pp |
| Annual return | 13.63% | 75.61%-62.0pp | 62.18%-48.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $840 | $3,175-73.5% | $2,850-70.5% | $4,869-82.7% |
| Participant deferral / active EE | $1,578 | $3,901-59.5% | $3,517-55.1% | $5,287-70.1% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |