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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 | $20,817 | $88,707-76.5% | $74,184-71.9% | $273,972-92.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.62% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $562 | $3,159-82.2% | $2,370-76.3% | $4,869-88.5% |
| Participant deferral / active EE | $1,610 | $4,212-61.8% | $3,550-54.7% | $5,287-69.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |