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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 | $13,140 | $90,486-85.5% | $78,676-83.3% | $273,972-95.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 6.91% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $427 | $3,175-86.6% | $2,850-85.0% | $4,869-91.2% |
| Participant deferral / active EE | $977 | $3,901-75.0% | $3,517-72.2% | $5,287-81.5% |
| Admin fee / account holder | $71 | $5,263-98.7% | $4,510-98.4% | $10,133-99.3% |