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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 | $30,100 | $105,623-71.5% | $87,502-65.6% | $273,972-89.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 8.18% | 12.26%-4.1pp | 12.21%-4.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,331 | $3,141-57.6% | $2,550-47.8% | $4,869-72.7% |
| Participant deferral / active EE | $1,521 | $3,601-57.8% | $3,149-51.7% | $5,287-71.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |