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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 | $35,651 | $65,712-45.7% | $57,196-37.7% | $273,972-87.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 8.84% | 22.01%-13.2pp | 14.59%-5.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,508 | $3,280-23.5% | $2,683-6.5% | $4,869-48.5% |
| Participant deferral / active EE | $8,736 | $3,782+131.0% | $3,096+182.1% | $5,287+65.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |