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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 | $42,641 | $45,041-5.3% | $63,003-32.3% | $70,131-39.2% |
| Participation rate | 38.6% | 69.5%-30.9pp | 74.8%-36.2pp | 69.5%-30.9pp |
| Annual return | 17.26% | 18.76%-1.5pp | 87.59%-70.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $586 | $2,052-71.4% | $2,760-78.8% | $2,342-75.0% |
| Participant deferral / active EE | $1,882 | $2,465-23.7% | $3,329-43.5% | $3,332-43.5% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |