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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 | $177,156-72.7% | $147,027-67.2% | $154,746-68.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 12.07% | 21.94%-9.9pp | 20.23%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $898 | $4,336-79.3% | $3,626-75.2% | $4,379-79.5% |
| Participant deferral / active EE | $2,246 | $5,797-61.3% | $4,933-54.5% | $6,730-66.6% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |