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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 | $42,693 | $99,053-56.9% | $88,179-51.6% | $138,895-69.3% |
| Participation rate | 34.8% | 74.2%-39.5pp | 69.1%-34.4pp | 79.9%-45.1pp |
| Annual return | 13.96% | 78.17%-64.2pp | 64.97%-51.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $760 | $2,882-73.6% | $2,549-70.2% | $4,194-81.9% |
| Participant deferral / active EE | $1,641 | $5,225-68.6% | $4,614-64.4% | $6,396-74.4% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |