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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 | $12,997 | $103,949-87.5% | $69,182-81.2% | $273,972-95.3% |
| Participation rate | 25.0% | 67.4%-42.4pp | 55.1%-30.1pp | 83.0%-58.0pp |
| Annual return | 3.05% | 35.28%-32.2pp | -21.93%+25.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $124 | $1,783-93.1% | $1,206-89.8% | $4,869-97.5% |
| Participant deferral / active EE | $124 | $2,716-95.5% | $1,897-93.5% | $5,287-97.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |