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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 | $12,582 | $45,343-72.3% | $150,298-91.6% | $67,986-81.5% |
| Participation rate | 28.7% | 51.9%-23.2pp | 77.8%-49.1pp | 57.2%-28.5pp |
| Annual return | 22.80% | 33.28%-10.5pp | 62.79%-40.0pp | 31.67%-8.9pp |
| Employer contribution / active EE | $604 | $1,462-58.7% | $4,154-85.5% | $2,019-70.1% |
| Participant deferral / active EE | $1,294 | $2,055-37.0% | $5,453-76.3% | $3,358-61.5% |
| Admin fee / account holder | $273 | $2,250-87.8% | $14,116-98.1% | $3,203-91.5% |