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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 | $54,031 | $93,346-42.1% | $71,796-24.7% | $273,972-80.3% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.1%-54.8pp | 83.0%-68.7pp |
| Annual return | 8.07% | 130.39%-122.3pp | 78.04%-70.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $404 | $2,733-85.2% | $1,924-79.0% | $4,869-91.7% |
| Participant deferral / active EE | $1,717 | $3,475-50.6% | $2,794-38.6% | $5,287-67.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |