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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 | $18,094 | $87,544-79.3% | $75,784-76.1% | $125,388-85.6% |
| Participation rate | 46.2% | 80.2%-34.0pp | 75.8%-29.7pp | 83.2%-37.0pp |
| Annual return | 1.53% | 13.49%-12.0pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,150 | $3,930-45.3% | $3,323-35.3% | $4,866-55.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $135 | $6,502-97.9% | $5,300-97.5% | $9,541-98.6% |