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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 | $9,957 | $32,037-68.9% | $69,182-85.6% | $62,881-84.2% |
| Participation rate | 9.4% | 43.4%-34.0pp | 55.1%-45.7pp | 69.3%-59.9pp |
| Annual return | 13.13% | 15.16%-2.0pp | -21.93%+35.1pp | 20.14%-7.0pp |
| Employer contribution / active EE | $88 | $679-87.1% | $1,206-92.7% | $2,281-96.2% |
| Participant deferral / active EE | $481 | $1,185-59.5% | $1,897-74.7% | $3,203-85.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |