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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 | $25,849 | $90,486-71.4% | $78,676-67.1% | $273,972-90.6% |
| Participation rate | 36.4% | 76.5%-40.2pp | 73.6%-37.2pp | 83.0%-46.7pp |
| Annual return | 12.20% | 75.62%-63.4pp | 62.19%-50.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,212 | $3,175-61.8% | $2,850-57.5% | $4,869-75.1% |
| Participant deferral / active EE | $2,946 | $3,901-24.5% | $3,517-16.2% | $5,287-44.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |