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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 | $48,290 | $161,352-70.1% | $134,172-64.0% | $137,256-64.8% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 12.07% | 28.72%-16.6pp | 25.30%-13.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $898 | $4,099-78.1% | $3,420-73.7% | $4,156-78.4% |
| Participant deferral / active EE | $2,246 | $5,552-59.5% | $4,690-52.1% | $6,407-64.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |