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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 | $17,638 | $78,690-77.6% | $161,489-89.1% | $87,485-79.8% |
| Participation rate | 54.8% | 67.5%-12.7pp | 78.7%-23.9pp | 68.9%-14.2pp |
| Annual return | 15.51% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $656 | $2,588-74.7% | $4,268-84.6% | $2,596-74.7% |
| Participant deferral / active EE | $1,713 | $3,311-48.2% | $5,630-69.6% | $4,274-59.9% |
| Admin fee / account holder | $110 | $6,724-98.4% | $16,006-99.3% | $7,775-98.6% |