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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 | $33,225 | $181,896-81.7% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 12.38% | 30.74%-18.4pp | 32.23%-19.8pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,976 | $6,248-68.4% | $5,501-64.1% | $4,869-59.4% |
| Participant deferral / active EE | $3,830 | $5,550-31.0% | $4,871-21.4% | $5,287-27.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |