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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 | $37,843 | $105,623-64.2% | $87,502-56.8% | $273,972-86.2% |
| Participation rate | 8.3% | 78.2%-69.9pp | 73.8%-65.5pp | 83.0%-74.7pp |
| Annual return | 20.08% | 12.26%+7.8pp | 12.21%+7.9pp | 41.46%-21.4pp |
| Employer contribution / active EE | $216 | $3,141-93.1% | $2,550-91.5% | $4,869-95.6% |
| Participant deferral / active EE | $705 | $3,601-80.4% | $3,149-77.6% | $5,287-86.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |