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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 | $34,587 | $93,064-62.8% | $74,577-53.6% | $273,972-87.4% |
| Participation rate | 20.8% | 74.9%-54.1pp | 68.1%-47.3pp | 83.0%-62.2pp |
| Annual return | 10.48% | 26.18%-15.7pp | 20.47%-10.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $675 | $3,160-78.6% | $2,525-73.3% | $4,869-86.1% |
| Participant deferral / active EE | $1,260 | $4,160-69.7% | $3,458-63.6% | $5,287-76.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |