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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 | $15,340 | $57,140-73.2% | $85,240-82.0% | $80,959-81.1% |
| Participation rate | 39.3% | 56.4%-17.1pp | 67.5%-28.2pp | 67.7%-28.4pp |
| Annual return | 13.62% | 21.71%-8.1pp | 66.75%-53.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,006 | $1,802-44.2% | $2,735-63.2% | $2,757-63.5% |
| Participant deferral / active EE | $1,243 | $3,115-60.1% | $4,527-72.5% | $4,300-71.1% |
| Admin fee / account holder | $240 | $4,992-95.2% | $6,165-96.1% | $6,925-96.5% |