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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 | $136,860-76.1% | $120,344-72.8% | $154,746-78.8% |
| Participation rate | 31.8% | 79.9%-48.1pp | 76.7%-44.9pp | 80.7%-48.9pp |
| Annual return | 20.46% | 21.38%-0.9pp | 20.30%+0.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,259 | $3,533-64.4% | $3,020-58.3% | $4,379-71.2% |
| Participant deferral / active EE | $3,231 | $5,793-44.2% | $5,135-37.1% | $6,730-52.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |