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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 | $41,786 | $172,111-75.7% | $150,298-72.2% | $137,256-69.6% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 14.15% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,190 | $4,636-74.3% | $4,154-71.3% | $4,156-71.4% |
| Participant deferral / active EE | $4,489 | $6,166-27.2% | $5,453-17.7% | $6,407-29.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |