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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 | $162,967-69.9% | $135,792-63.9% | $138,895-64.7% |
| Participation rate | 43.8% | 78.3%-34.6pp | 72.6%-28.8pp | 79.9%-36.2pp |
| Annual return | 12.16% | 30.08%-17.9pp | 25.96%-13.8pp | 145.39%-133.2pp |
| Employer contribution / active EE | $936 | $4,211-77.8% | $3,496-73.2% | $4,194-77.7% |
| Participant deferral / active EE | $2,361 | $5,640-58.1% | $4,759-50.4% | $6,396-63.1% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |