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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 | $39,142 | $90,486-56.7% | $78,676-50.2% | $273,972-85.7% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 7.80% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $524 | $3,175-83.5% | $2,850-81.6% | $4,869-89.2% |
| Participant deferral / active EE | $1,360 | $3,901-65.1% | $3,517-61.3% | $5,287-74.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |