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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 | $13,177 | $45,126-70.8% | $85,187-84.5% | $74,459-82.3% |
| Participation rate | 21.8% | 49.4%-27.6pp | 67.5%-45.7pp | 67.2%-45.4pp |
| Annual return | 11.77% | 26.30%-14.5pp | 66.67%-54.9pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $358 | $1,460-75.5% | $2,732-86.9% | $2,626-86.4% |
| Participant deferral / active EE | $875 | $2,738-68.0% | $4,525-80.7% | $4,350-79.9% |
| Admin fee / account holder | $151 | $2,212-93.2% | $6,162-97.5% | $1,945-92.2% |