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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 | $32,761 | $124,425-73.7% | $112,040-70.8% | $137,256-76.1% |
| Participation rate | 31.8% | 79.3%-47.5pp | 76.5%-44.7pp | 80.0%-48.1pp |
| Annual return | 20.46% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,259 | $3,411-63.1% | $2,954-57.4% | $4,156-69.7% |
| Participant deferral / active EE | $3,231 | $5,718-43.5% | $5,098-36.6% | $6,407-49.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |