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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 | $13,083 | $64,307-79.7% | $57,349-77.2% | $125,388-89.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 83.2%-20.7pp |
| Annual return | 0.39% | 25.14%-24.7pp | 24.40%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,068 | $3,193-66.6% | $2,689-60.3% | $4,866-78.1% |
| Participant deferral / active EE | $1,373 | $3,847-64.3% | $3,162-56.6% | $5,352-74.3% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |