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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 | $14,345 | $65,712-78.2% | $57,196-74.9% | $273,972-94.8% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 8.89% | 22.01%-13.1pp | 14.59%-5.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,224 | $3,280-62.7% | $2,683-54.4% | $4,869-74.9% |
| Participant deferral / active EE | $1,438 | $3,782-62.0% | $3,096-53.6% | $5,287-72.8% |
| Admin fee / account holder | $24 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |