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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 | $62,199 | $37,446+66.1% | $77,552-19.8% | $79,856-22.1% |
| Participation rate | 3.3% | 41.5%-38.2pp | 54.2%-50.9pp | 69.6%-66.3pp |
| Annual return | 23.03% | 39.76%-16.7pp | 54.82%-31.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $120 | $637-81.1% | $987-87.8% | $2,471-95.1% |
| Participant deferral / active EE | $867 | $1,261-31.3% | $1,861-53.4% | $3,741-76.8% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |