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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 | $25,451 | $93,064-72.7% | $74,577-65.9% | $273,972-90.7% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 3.68% | 26.18%-22.5pp | 20.47%-16.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,178 | $3,160-62.7% | $2,525-53.3% | $4,869-75.8% |
| Participant deferral / active EE | $1,688 | $4,160-59.4% | $3,458-51.2% | $5,287-68.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |