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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 | $33,174 | $103,949-68.1% | $69,182-52.0% | $273,970-87.9% |
| Participation rate | 52.6% | 67.4%-14.7pp | 55.1%-2.5pp | 83.0%-30.4pp |
| Annual return | 6.20% | 35.28%-29.1pp | -21.93%+28.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $980 | $1,783-45.1% | $1,206-18.8% | $4,869-79.9% |
| Participant deferral / active EE | $1,836 | $2,716-32.4% | $1,897-3.2% | $5,287-65.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |