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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 | $78,690-65.6% | $161,489-83.2% | $87,485-69.1% |
| Participation rate | 42.9% | 67.5%-24.6pp | 78.7%-35.8pp | 68.9%-26.1pp |
| Annual return | 21.68% | 32.74%-11.1pp | 89.72%-68.0pp | 26.06%-4.4pp |
| Employer contribution / active EE | $794 | $2,588-69.3% | $4,268-81.4% | $2,596-69.4% |
| Participant deferral / active EE | $2,331 | $3,311-29.6% | $5,630-58.6% | $4,274-45.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |