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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 | $21,834 | $81,276-73.1% | $155,574-86.0% | $80,925-73.0% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 12.12% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $592 | $3,103-80.9% | $4,676-87.3% | $2,756-78.5% |
| Participant deferral / active EE | $962 | $3,453-72.1% | $5,629-82.9% | $4,299-77.6% |
| Admin fee / account holder | $46 | $7,993-99.4% | $15,914-99.7% | $6,940-99.3% |