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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 | $16,775 | $93,064-82.0% | $74,577-77.5% | $273,972-93.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 8.65% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $480 | $3,160-84.8% | $2,525-81.0% | $4,869-90.1% |
| Participant deferral / active EE | $1,025 | $4,160-75.4% | $3,458-70.4% | $5,287-80.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |