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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 | $13,208 | $37,446-64.7% | $77,552-83.0% | $79,856-83.5% |
| Participation rate | 9.2% | 41.5%-32.3pp | 54.2%-45.0pp | 69.6%-60.4pp |
| Annual return | 48.81% | 39.76%+9.1pp | 54.82%-6.0pp | 31.71%+17.1pp |
| Employer contribution / active EE | $231 | $637-63.8% | $987-76.6% | $2,471-90.7% |
| Participant deferral / active EE | $544 | $1,261-56.9% | $1,861-70.8% | $3,741-85.5% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |