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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 | $49,026 | $105,623-53.6% | $87,502-44.0% | $273,972-82.1% |
| Participation rate | 14.3% | 78.2%-63.9pp | 73.8%-59.6pp | 83.0%-68.7pp |
| Annual return | 7.23% | 12.26%-5.0pp | 12.21%-5.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $247 | $3,141-92.1% | $2,550-90.3% | $4,869-94.9% |
| Participant deferral / active EE | $610 | $3,601-83.1% | $3,149-80.6% | $5,287-88.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |