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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 | $25,796 | $99,345-74.0% | $84,753-69.6% | $273,972-90.6% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.00% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $833 | $4,214-80.2% | $3,574-76.7% | $4,869-82.9% |
| Participant deferral / active EE | $1,428 | $4,270-66.5% | $3,712-61.5% | $5,287-73.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |