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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 | $29,739 | $93,064-68.0% | $74,577-60.1% | $273,972-89.1% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 10.93% | 26.18%-15.3pp | 20.47%-9.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $460 | $3,160-85.4% | $2,525-81.8% | $4,869-90.6% |
| Participant deferral / active EE | $4,176 | $4,160+0.4% | $3,458+20.8% | $5,287-21.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |