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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 | $65,685-72.8% | $57,181-68.7% | $273,968-93.5% |
| Participation rate | 12.5% | 78.3%-65.8pp | 75.3%-62.8pp | 83.0%-70.5pp |
| Annual return | 11.39% | 21.99%-10.6pp | 14.59%-3.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $305 | $3,279-90.7% | $2,682-88.6% | $4,869-93.7% |
| Participant deferral / active EE | $1,232 | $3,781-67.4% | $3,096-60.2% | $5,287-76.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |