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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 | $107,809-60.4% | $97,032-56.0% | $155,188-72.5% |
| Participation rate | 34.8% | 75.5%-40.7pp | 71.6%-36.8pp | 80.8%-46.0pp |
| Annual return | 13.96% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.9pp |
| Employer contribution / active EE | $760 | $2,911-73.9% | $2,629-71.1% | $4,248-82.1% |
| Participant deferral / active EE | $1,641 | $5,129-68.0% | $4,672-64.9% | $6,531-74.9% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |