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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 | $16,236 | $48,300-66.4% | $40,145,923-100.0% | $62,881-74.2% |
| Participation rate | 58.3% | 62.0%-3.7pp | 68.4%-10.1pp | 69.3%-11.0pp |
| Annual return | 10.22% | 6.95%+3.3pp | 5.24%+5.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $856 | $1,333-35.8% | $1,844-53.5% | $2,281-62.5% |
| Participant deferral / active EE | $1,730 | $2,388-27.5% | $2,591-33.2% | $3,203-46.0% |
| Admin fee / account holder | $18 | $2,919-99.4% | $2,903-99.4% | $4,296-99.6% |