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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 | $21,431 | $88,707-75.8% | $74,184-71.1% | $273,972-92.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.49% | 11.94%-0.5pp | 17.74%-6.2pp | 41.46%-30.0pp |
| Employer contribution / active EE | $702 | $3,159-77.8% | $2,370-70.4% | $4,869-85.6% |
| Participant deferral / active EE | $2,984 | $4,212-29.2% | $3,550-16.0% | $5,287-43.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |