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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 | $48,286 | $88,996-45.7% | $78,004-38.1% | $138,895-65.2% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 20.93% | 28.03%-7.1pp | 31.07%-10.1pp | 145.39%-124.5pp |
| Employer contribution / active EE | $667 | $2,917-77.1% | $2,469-73.0% | $4,194-84.1% |
| Participant deferral / active EE | $1,144 | $4,724-75.8% | $4,092-72.0% | $6,396-82.1% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |