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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 | $81,233-52.9% | $155,567-75.4% | $80,874-52.7% |
| Participation rate | 26.9% | 66.2%-39.3pp | 78.2%-51.3pp | 67.6%-40.7pp |
| Annual return | 19.67% | 33.33%-13.7pp | 64.74%-45.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $439 | $3,101-85.8% | $4,674-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $2,474 | $3,452-28.3% | $5,628-56.0% | $4,297-42.4% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |