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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 | $33,927 | $93,064-63.5% | $74,577-54.5% | $273,972-87.6% |
| Participation rate | 14.3% | 74.9%-60.7pp | 68.1%-53.8pp | 83.0%-68.7pp |
| Annual return | 36.48% | 26.18%+10.3pp | 20.47%+16.0pp | 41.46%-5.0pp |
| Employer contribution / active EE | $2,006 | $3,160-36.5% | $2,525-20.6% | $4,869-58.8% |
| Participant deferral / active EE | $2,006 | $4,160-51.8% | $3,458-42.0% | $5,287-62.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |