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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 | $22,440 | $88,707-74.7% | $74,184-69.8% | $273,972-91.8% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.6%-38.2pp | 83.0%-44.6pp |
| Annual return | 14.53% | 11.94%+2.6pp | 17.74%-3.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $784 | $3,159-75.2% | $2,370-66.9% | $4,869-83.9% |
| Participant deferral / active EE | $2,405 | $4,212-42.9% | $3,550-32.3% | $5,287-54.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |