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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 | $29,329 | $90,486-67.6% | $78,676-62.7% | $273,972-89.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 7.75% | 75.62%-67.9pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,246 | $3,175-60.8% | $2,850-56.3% | $4,869-74.4% |
| Participant deferral / active EE | $4,638 | $3,901+18.9% | $3,517+31.9% | $5,287-12.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |