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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 | $49,087 | $161,352-69.6% | $134,172-63.4% | $137,256-64.2% |
| Participation rate | 43.8% | 78.3%-34.5pp | 72.5%-28.7pp | 80.0%-36.2pp |
| Annual return | 12.16% | 28.72%-16.6pp | 25.30%-13.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $936 | $4,099-77.2% | $3,420-72.6% | $4,156-77.5% |
| Participant deferral / active EE | $2,361 | $5,552-57.5% | $4,690-49.7% | $6,407-63.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |