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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 | $13,761 | $76,407-82.0% | $150,298-90.8% | $82,448-83.3% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 25.08% | 39.99%-14.9pp | 62.79%-37.7pp | 41.64%-16.6pp |
| Employer contribution / active EE | $647 | $2,614-75.3% | $4,154-84.4% | $2,551-74.6% |
| Participant deferral / active EE | $2,000 | $3,214-37.8% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |