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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 | $29,526 | $94,439-68.7% | $73,658-59.9% | $154,746-80.9% |
| Participation rate | 36.8% | 64.7%-27.8pp | 57.0%-20.2pp | 80.7%-43.9pp |
| Annual return | 18.37% | 28.25%-9.9pp | 29.72%-11.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $542 | $1,257-56.9% | $1,032-47.5% | $4,379-87.6% |
| Participant deferral / active EE | $1,678 | $2,527-33.6% | $2,062-18.6% | $6,730-75.1% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |