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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 | $174,018-83.0% | $136,833-78.4% | $198,609-85.1% |
| Participation rate | 36.8% | 65.1%-28.3pp | 59.0%-22.2pp | 82.4%-45.5pp |
| Annual return | 18.37% | 35.16%-16.8pp | 35.32%-16.9pp | 202.70%-184.3pp |
| Employer contribution / active EE | $542 | $1,571-65.5% | $1,319-58.9% | $5,055-89.3% |
| Participant deferral / active EE | $1,678 | $2,873-41.6% | $2,441-31.3% | $6,977-76.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |