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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 | $26,844 | $96,956-72.3% | $69,779-61.5% | $273,972-90.2% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.8%-46.8pp | 83.0%-58.0pp |
| Annual return | 5.41% | 12.93%-7.5pp | 12.99%-7.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $474 | $3,316-85.7% | $2,338-79.8% | $4,869-90.3% |
| Participant deferral / active EE | $704 | $3,744-81.2% | $2,931-76.0% | $5,287-86.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |