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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 | $56,711 | $110,248-48.6% | $95,728-40.8% | $139,456-59.3% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 16.20% | 27.16%-11.0pp | 28.40%-12.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $772 | $3,258-76.3% | $2,835-72.8% | $4,753-83.8% |
| Participant deferral / active EE | $800 | $4,675-82.9% | $4,245-81.2% | $6,711-88.1% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |