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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 | $57,140-79.9% | $85,240-86.5% | $80,959-85.8% |
| Participation rate | 37.9% | 56.4%-18.5pp | 67.5%-29.6pp | 67.7%-29.7pp |
| Annual return | 11.69% | 21.71%-10.0pp | 66.75%-55.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,163 | $3,115-62.7% | $4,527-74.3% | $4,300-72.9% |
| Admin fee / account holder | $217 | $4,992-95.7% | $6,165-96.5% | $6,925-96.9% |