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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 | $38,234 | $81,331-53.0% | $155,534-75.4% | $80,935-52.8% |
| Participation rate | 26.9% | 66.3%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 19.67% | 33.37%-13.7pp | 64.92%-45.2pp | 35.66%-16.0pp |
| Employer contribution / active EE | $439 | $3,105-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $2,474 | $3,454-28.4% | $5,630-56.1% | $4,299-42.5% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |