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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 | $16,168 | $43,338-62.7% | $59,887-73.0% | $64,173-74.8% |
| Participation rate | 63.3% | 69.2%-5.8pp | 74.7%-11.4pp | 69.6%-6.2pp |
| Annual return | 12.55% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $734 | $2,030-63.8% | $2,722-73.0% | $2,381-69.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $248 | $3,007-91.7% | $3,591-93.1% | $4,887-94.9% |