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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 | $47,965 | $118,488-59.5% | $98,462-51.3% | $139,487-65.6% |
| Participation rate | 59.1% | 77.5%-18.4pp | 75.2%-16.1pp | 80.3%-21.2pp |
| Annual return | 17.29% | 18.96%-1.7pp | 21.17%-3.9pp | 373.84%-356.5pp |
| Employer contribution / active EE | $805 | $3,611-77.7% | $3,049-73.6% | $4,755-83.1% |
| Participant deferral / active EE | $3,171 | $5,393-41.2% | $4,738-33.1% | $6,713-52.8% |
| Admin fee / account holder | $5 | $13,868-100.0% | $8,875-99.9% | $11,407-100.0% |