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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 | $29,271 | $95,188-69.2% | $76,518-61.7% | $135,380-78.4% |
| Participation rate | 56.5% | 74.4%-17.9pp | 68.0%-11.5pp | 82.6%-26.1pp |
| Annual return | 7.45% | 4.85%+2.6pp | -0.27%+7.7pp | 519.81%-512.4pp |
| Employer contribution / active EE | $2,263 | $3,303-31.5% | $2,647-14.5% | $4,779-52.6% |
| Participant deferral / active EE | $2,121 | $4,640-54.3% | $3,836-44.7% | $5,609-62.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |