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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 | $15,887 | $84,236-81.1% | $170,435-90.7% | $70,126-77.3% |
| Participation rate | 64.7% | 70.8%-6.1pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 12.19% | 23.06%-10.9pp | 205.94%-193.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $696 | $3,387-79.4% | $5,432-87.2% | $2,343-70.3% |
| Participant deferral / active EE | $1,017 | $3,086-67.0% | $4,939-79.4% | $3,332-69.5% |
| Admin fee / account holder | $270 | $5,698-95.3% | $13,881-98.1% | $4,645-94.2% |