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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 | $14,599 | $77,638-81.2% | $156,551-90.7% | $62,881-76.8% |
| Participation rate | 64.0% | 71.2%-7.2pp | 84.0%-20.0pp | 69.3%-5.3pp |
| Annual return | 9.12% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,512 | $3,046-17.5% | $4,871-48.4% | $3,203-21.6% |
| Admin fee / account holder | $97 | $5,561-98.2% | $13,028-99.3% | $4,296-97.7% |