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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 | $38,291 | $181,896-78.9% | $156,551-75.5% | $273,972-86.0% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 11.17% | 30.74%-19.6pp | 32.23%-21.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,391 | $6,248-77.7% | $5,501-74.7% | $4,869-71.4% |
| Participant deferral / active EE | $3,962 | $5,550-28.6% | $4,871-18.7% | $5,287-25.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |