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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 | $48,653 | $103,949-53.2% | $69,182-29.7% | $273,972-82.2% |
| Participation rate | 8.3% | 67.4%-59.0pp | 55.1%-46.8pp | 83.0%-74.7pp |
| Annual return | 10.46% | 35.28%-24.8pp | -21.93%+32.4pp | 41.46%-31.0pp |
| Employer contribution / active EE | $340 | $1,783-80.9% | $1,206-71.8% | $4,869-93.0% |
| Participant deferral / active EE | $850 | $2,716-68.7% | $1,897-55.2% | $5,287-83.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |