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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 | $12,737 | $47,848-73.4% | $81,473-84.4% | $70,126-81.8% |
| Participation rate | 12.9% | 58.3%-45.4pp | 68.0%-55.1pp | 69.5%-56.6pp |
| Annual return | 25.88% | 27.25%-1.4pp | 38.78%-12.9pp | 73.15%-47.3pp |
| Employer contribution / active EE | $327 | $1,527-78.6% | $2,568-87.3% | $2,343-86.1% |
| Participant deferral / active EE | $812 | $2,453-66.9% | $3,537-77.0% | $3,332-75.6% |
| Admin fee / account holder | $29 | $3,145-99.1% | $4,561-99.4% | $4,645-99.4% |