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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 | $28,991 | $48,300-40.0% | $40,145,923-99.9% | $62,881-53.9% |
| Participation rate | 44.4% | 62.0%-17.6pp | 68.4%-24.0pp | 69.3%-24.9pp |
| Annual return | 10.13% | 6.95%+3.2pp | 5.24%+4.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $803 | $2,388-66.4% | $2,591-69.0% | $3,203-74.9% |
| Admin fee / account holder | $2 | $2,919-99.9% | $2,903-99.9% | $4,296-100.0% |