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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 | $18,638 | $96,956-80.8% | $69,779-73.3% | $273,972-93.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 4.18% | 12.93%-8.8pp | 12.99%-8.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $362 | $3,316-89.1% | $2,338-84.5% | $4,869-92.6% |
| Participant deferral / active EE | $1,358 | $3,744-63.7% | $2,931-53.7% | $5,287-74.3% |
| Admin fee / account holder | $125 | $7,934-98.4% | $4,381-97.1% | $10,133-98.8% |