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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 | $15,609 | $103,949-85.0% | $69,182-77.4% | $273,972-94.3% |
| Participation rate | 5.6% | 67.4%-61.8pp | 55.1%-49.6pp | 83.0%-77.5pp |
| Annual return | 7.80% | 35.28%-27.5pp | -21.93%+29.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $105 | $1,783-94.1% | $1,206-91.3% | $4,869-97.8% |
| Participant deferral / active EE | $233 | $2,716-91.4% | $1,897-87.7% | $5,287-95.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |