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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 | $27,072 | $76,407-64.6% | $150,298-82.0% | $82,448-67.2% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 21.68% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $794 | $2,614-69.6% | $4,154-80.9% | $2,551-68.9% |
| Participant deferral / active EE | $2,331 | $3,214-27.5% | $5,453-57.2% | $4,139-43.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |