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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 | $23,863 | $81,331-70.7% | $155,534-84.7% | $80,935-70.5% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 12.14% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $964 | $3,105-68.9% | $4,675-79.4% | $2,757-65.0% |
| Participant deferral / active EE | $2,613 | $3,454-24.4% | $5,630-53.6% | $4,299-39.2% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |