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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 | $78,165 | $88,707-11.9% | $74,185+5.4% | $273,970-71.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 8.53% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $822 | $3,159-74.0% | $2,370-65.3% | $4,869-83.1% |
| Participant deferral / active EE | $3,969 | $4,212-5.8% | $3,550+11.8% | $5,287-24.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |