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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 | $26,785 | $90,486-70.4% | $78,676-66.0% | $273,972-90.2% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 4.46% | 75.62%-71.2pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $923 | $3,175-70.9% | $2,850-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $1,202 | $3,901-69.2% | $3,517-65.8% | $5,287-77.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |