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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 | $11,498 | $57,073-79.9% | $85,126-86.5% | $80,925-85.8% |
| Participation rate | 37.9% | 56.4%-18.5pp | 67.5%-29.6pp | 67.7%-29.7pp |
| Annual return | 11.69% | 21.69%-10.0pp | 66.63%-54.9pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,163 | $3,113-62.6% | $4,523-74.3% | $4,299-72.9% |
| Admin fee / account holder | $217 | $4,988-95.7% | $6,160-96.5% | $6,940-96.9% |