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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 | $20,857 | $90,486-77.0% | $78,676-73.5% | $273,972-92.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.59% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $428 | $3,175-86.5% | $2,850-85.0% | $4,869-91.2% |
| Participant deferral / active EE | $1,359 | $3,901-65.2% | $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% |