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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 | $11,396 | $103,949-89.0% | $69,182-83.5% | $273,972-95.8% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | 6.76% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $453 | $1,783-74.6% | $1,206-62.5% | $4,869-90.7% |
| Participant deferral / active EE | $453 | $2,716-83.3% | $1,897-76.1% | $5,287-91.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |