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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 | $17,887 | $65,712-72.8% | $57,196-68.7% | $273,972-93.5% |
| Participation rate | 12.5% | 78.3%-65.8pp | 75.3%-62.8pp | 83.0%-70.5pp |
| Annual return | 11.39% | 22.01%-10.6pp | 14.59%-3.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $305 | $3,280-90.7% | $2,683-88.6% | $4,869-93.7% |
| Participant deferral / active EE | $1,232 | $3,782-67.4% | $3,096-60.2% | $5,287-76.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |